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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Blackswanny   😊 😞
Number: of 15062 
Subject: Re: Tilson's latest take on BRK
Date: 02/07/2023 8:08 AM
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No. of Recommendations: 8
WEB's view on the IV BRK will be impacted by interest rates. Wasn't it only recently that he and Charlie said if the environment stays the same (zero interest rates) many stocks are fair value?. Howard Marks refers to a "Sea Change"in environment. This will and has had a significant impact on values now and going forward.
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