Subject: Re: Ravi on repurchases and valuation
“ It's too bad he didn't do this 15 years ago (his first repurchases were in 2011, when the company had a market cap of under $200b, but it wouldn't be impossible to get back to that size.” Now think back 20 years ago when a certain partner was pounding the table to authorize a buyback at material discounts to IV when Brka was trading near BV. Can you name one poster back then who supported my idea? Thank you.