Subject: Re: The Berkshire Problem
It can't just unload that much stock without depressing the price.
...
Can BH sell APPL stock directly to Apple as part of their buyback program? Is that a solution for this problem?


I think it's probably more apt to say "you can't unload that much stock without depressing the price during the time period you're unloading".
But given the liquidity of Apple, that might be down in the rounding error. It's a deep book.
Berkshire's position is about 16 days of average trading volume, but even that can be done.

It's possible to do a block trade to Apple or to an investment bank at a very small discount, though even those buyers have pockets of finite depth.

The main thing is that Berkshire presumably has no intent to sell, so it's all a bit moot.

I'd rather they dumped Coke.
Ignoring the occasional high valuation for a great company is one thing, but ignoring a high price for Coke is quite another.

Jim