Subject: Re: Some Thoughts - Maybe Too Many
the question to ask is what’s the alternative?
I have tried the following: borrow against my Brk shares, and use margins to buy other stocks — examples are DLTR DIS etc. And the result is I suck. It could be that I was doing value investing and it’s not working. But really the only way to you can beat BRK during the last few years is to buy high PE stocks like NVDA