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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: WEBspired   😊 😞
Number: of 15055 
Subject: Re: 2023 repurchase prices & yearend book value
Date: 03/04/2024 11:20 PM
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“he is a buyer each month, and in fact in most months since he removed the 1.2x threshold”

I recall he and CTM have essentially said over the years they would only buyback when shares were at a “meaningful” discount to IV which I have always “felt” was 10-15% less than their avg. IV range. With So much cash in hand, Pricy equities, unclear BHE opportunities and no elephants on the radar, I wonder if WEB’s threshold discount to IV for buybacks has become a bit smaller? I suspect it has but curious as to other opinions here.
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