Subject: Re: 1.38 x book
Maybe yesterday I made a mistake. As 2x before last month I followed Jimīs idea to sell cash covered puts (both times shortly after bought back for 30% re 15% gain or so). Each time accepting that if executed Iīd had to buy BRK at effectively around $455-$450, an ok price for me.

But I like sentiment indicators. And this board is one. With all that negative sentiment expressed here since the AM, which is fully in line with the marketīs reaction, I am wondering whether I should not listen more closely to my own "I wouldnīt be surprised if Berkshire falls out of favour", wondering whether we might not see one of those rare times again when Berkshire is a real steal.