Subject: Re: Why I sold my entire Berkshire stake
"Though I have certainly expressed opinions about valuation levels being high higher than usual, I haven't actually SOLD any shares or deep the money calls lately, except for the one "bonus" trade I entered at the end of October last year."
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I thought you sold some shares in pre market on Monday?
Yup, that's the one "bonus" chunk I bought Oct 27--the valuation level seemed compelling. It was cash I really shouldn't have tied up, but good valuation levels usually work out reasonably quickly.
Jim