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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ppant ✸  😊 😞
Number: of 22354 
Subject: Re: BRK experts in denial
Date: 03/27/25 8:38 AM
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No. of Recommendations: 9
You don't need to make complicated IV calculations. Just watch the actions of Berkshire itself as the price increases.
Buffett stopped all buybacks around the $470 per B mark. Ajit jain slashed his personal holdings of Berkshire by 55% around this level.
That was a pretty good indication that the price was approaching IV as the price hit that range. It is 14% higher as of today.
To me it seemed to be as good a=time as any to rebalance the portfolio and bring down some single stock exposure without any tax consequences - so I sold some in the $530 range. Obviously that is not everyone's situation butto me it was a fairly rational choice.
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This community has written 21,861 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
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