Subject: Re: Todays Barron's, Buffett moves on from buy and hol
Like Tex,
"My Name is Ciao and I'm a BRKaholic" and probably spend way too much time on all things Berkshire but it keeps me entertained and forces reevaluation of what I think I know.
Like many here, BRK represents a major part of the family estate & will likely get passed on to the children & grandchildren.
Of all the valuations that are frequently discussed , I personally prefer the range of estimates provided by Jim in the past and frequently stare at the plot provided in a past post last updated in Q1 of last yr.
http://www.stonewellfunds.com/...
http://www.datahelper.com/mi/s...
A very infrequent check of the plot alerts me to either add some LEAPS when approaching the lower valuation or lighten up when approaching the higher valuation. This results in very infrequent trades and very satisfactory results ......leaving lots of time to "kibbutz" here at the BRK Coffee Shop in The Aether.
ciao