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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk ⎊  😊 😞
Number: of 15058 
Subject: Re: Strategy - covered calls in retirement
Date: 07/18/2023 3:43 PM
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"As a vicarious shareholder of Apple by virtue of Berkshire, I would much prefer seeing a big dividend than more share repurchases of a company that is now trading for 33 times earnings with an annual growth rate of 15% over the last 3 years, a growth rate that is, in my opinion, likely to be hard to maintain even at that level."

I don't want a big dividend. With respect to Warren, he seems quite content for Apple to continue buying regardless of the valuation so Berkshire's ownership level creeps up. I see this as one of his contradictions in that one could reasonably argue Apple should buyback in a variable manner based on market conditions.
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