Subject: Re: Brk, it's time to declare a 1$ quarterly
Good Question, tecmo. I’d sell something else if BRK is at 1.2x book, probably AAPL or SPY which are our similar #2/3 positions.


And what if there was "nothing to sell" - meaning the entire market was in a tank? My point is that dividend payouts are MUCH more stable than stock prices - and hence they have SOME value in SOME circumstances.


tecmo
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