Post #13391 by BenSolar on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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We are currently at 1.74 price to peak book. That's a high level associated with significant negative one year forward returns in the past.

The price is a scant 3% off of the high of $807,000 set on April 2cnd.

I'm tempted to lighten up some more next week if we stay at or above this level. A foul wind blows and I am having trouble resisting the urge to trade.

An immediate swap from the richly valued BRK into the under-valued Small Cap Value sector, ~20% below average valuation, should be a profitable move that would likely pay off handsomely within five years.

I'm being greedy, though, and gambling on buying the SCV at a lower valuation in the near future. A foul wind blows, or maybe I'll be proven wrong.

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