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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: mungofitch ✹🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 16627 
Subject: Re: A/B ratio/ Buybacks/ Put Sell?
Date: 08/04/2025 11:29 AM
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I wondered if you had figures of some sort about such.

I don't have anything numerical. Like you, just the observation that sudden relative-to-market drops are sometimes brief things.
On the other hand, we've had two relative-to-market gaps down recently that saw the trend continue, both in early May, so it's not much of an observation.

Long stretches of slow relative-to-market slides are common. Today's weakness, though sudden, is basically on the four month trend like that.
A graph of the ratio: (horizontal line means market tracking, rising line means Berkshire outperformance)
https://stockcharts.com/sc3/ui/?s=BRK%2FB%3ASPY&p=...

I have been net short Berkshire in this stretch, and long some other stuff, and it has been very pleasant for me. Beating the market nicely this year, while being 2/3 in cash.

Jim
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