Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (10) |
Author: hclasvegas   😊 😞
Number: of 22346 
Subject: Re: VOO BRKB 2026
Date: 10/02/26 7:17 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
' AdrianC, Good morning old bud. Just wondering, is it conceivable that you might consider the fact that Buffett has handled this transition very poorly, to be kind, or, are you convinced uncle warren has pitched a perfect game the past 2 years, again?

Hey, old sport, I think Mr. Buffett handled his retirement announcements with his usual intelligence, rationality, and class.

Why do you think he handled it poorly?

Berkshire stock was at an all time high or thereabouts when he announced his retirement. Somewhat overvalued. So the small drop (about 8%) is surprisingly low to my mind. Thought it would be much more when he announced he was stepping down."

Good morning bud, I'm shocked, shocked, that you didn't compare brkb vs spy over that time period.

Look bud, I told you I just couldn't sell 25-year-old brk in taxable accounts at 525 plus, so I did the second-best thing. I sold calls close to the money to see IF,IF, Greg was really going to be in control. I have my answer you can think what you wish. Now I have to pay tax on the call premiums IF they expire worthless which beats paying the tax on the common.

I'm not going to talk against my own book, the stock price action speaks for itself. If you are pleased, I'm not surprised, you are a loyal long-time member of Club Brk. AAAAAAAAAmen!!

I'm curious, do you think Buffett should have authorized buybacks at, material discounts to IV, 10-15 years sooner and acted on that right? Can you make that concession?

Thank you.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to hclasvegas here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,850 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community