Subject: Re: IV versus BV
Me: "However, I doubt they are buying just yet. Buffett doesn't seem to buy when there's major uncertainty. They made zero repurchases in April 2020."

I realize this is different to what I wrote yesterday: "We are getting pretty close. I suspect Greg will knock on Warren's door today and get the nod".

I got a bit pessimistic in the last 24 hours. Maybe realistic.