Subject: Reason why Brk outperformed SPX YTD
Has people ever thought why Brk is outperforming SPY recently? As another poster had pointed out earlier, it might be market is pricing in Buffett is retiring and Greg is a better manager for Brk. It might be more return of capital, improvement of efficiency/earnings/cost cutting, and more engagement with wall street/thus analyst coverage. Selling small parts are not ruled out.