Post #728 by nola622 on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

Unthreaded | Threaded | Whole Thread (17)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

'This is more likely T&T's holding. Bought and sold so quickly made me concerned.'

Confused here too. Surprised we made a large initial buy and a then quick large sale. TSM and tech category seems like a potential T&T position but size of $4-5B seems like more likely a WEB decision. I think T&T are each managing $20B, so it possibly could represent their trade. Maybe growing geopolitical tensions and risks, but those were there to a large degree months ago. Interesting we are a net seller of equities Q4. Interested in other's thoughts and speculation.

I was as surprised as anyone - I would have bet a dollar that the TSM position would have been larger at year end. I do think it was Warren. He may have sold the lots he owned at a loss at year end and kept the profitable lots. Or maybe he talked about it some more and thought about it some more and changed his mind. If it was tax loss harvesting we should see the position grow again in Q1 (baffling commentators). If it disappears completely I guess he changed his mind.

To whoever suggested Berkshire might make a direct investment in Intel - Please god NO! That would be one bad sign.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (17)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.