The ultimate shrewdness is found not in the balance sheet, but in the qualitative excellence of the business.
- Manlobbi
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
No. of Recommendations: 1
430 am Pac time today.
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Bingo, buybacks resume , hence no need for a div at this time.
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Greg filed a form 4 as well, all his net pay going into brkb common. Thank you for your attention to this issue, team brkb. Wow, going forward as well, all his net pay into brkb common, wow.
No. of Recommendations: 3
Becky raised the div issue. As expected it wasn’t a very impressive attempt to address the issue but it was better than nothing. 5 star interview so far so thank you Greg. ::))I’m a happy partner.
No. of Recommendations: 5
Loved the message and interview and proof of Greg’s ongoing alignment and commitment to Berkshire and its owners. Great to hear Buybacks are baaaaaaack, at least for a while. Price reaction will be interesting. Well done, Greg!!!
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If Greg had called me and said, sorry, even a ten cent dividend is not an option for Buffett at this time what else can I do to make you a happy partner? Greg batted 1000, period, a perfect response, to the issues at hand. That’s all I’ll add at this time. Good luck to all.
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21 A shares
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The more shares he buys the more unlikely a dividend becomes IMO
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I wouldn't want to upset any old timers here but, based on what I see in the options market there is a big fan of today's news, as Jackie Gleason would say, To Da Moon Greg!! ::))
No. of Recommendations: 1
Hopefully by now those who see little correlation between option moves and the common, aka, my conspiracy theories, and those who tired of me posting that team brkb had no choice but to resume buybacks and or initiate a div below 480ish, today's news is huge. IF, IF, you are ignorant enough to still be reading my posts, and IF you believed and sold puts and bought back the calls you were short at brk below 480, or sold puts at brk below 480ish, it's very unlikely those puts you sold will ever see, in the money.
Just sayin, sorry to waste anyone's time, again.
No. of Recommendations: 0
Just a thought, while there is much joy in brkville, not a bad time to sell calls. :)
No. of Recommendations: 7
Just a thought, while there is much joy in brkville, not a bad time to sell calls. :)
Good to consider the contrarian view.
Despite the very strong day, Berkshire's stock has underperformed the average S&P 500 stock for any time frame 2 months to 2 years. It's not exactly bubble territory, especially not in comparison to other boring US stuff.
Jim
No. of Recommendations: 1
Is there a link for full video?
No. of Recommendations: 1
" Is there a link for full video? "
Most podcasters and other sites are finding new ways to maximize their ad revenue by breaking up interviews into segments. IF it's out there in one video, I couldn't find it.
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big volume in the common again.
4667 of the 497.5 calls traded, 9 xs the open interest.
7400 of the 500 calls traded, a bit more than the OI.
1900 of the 502.5 calls traded 3 xs the OI.
these are the march 6th, expire tomorrow.
Do the buyers have enough buying power to close the common above 500 or 503?
No. of Recommendations: 1
" ust a thought, while there is much joy in brkville, not a bad time to sell calls. :)
Good to consider the contrarian view.
Despite the very strong day, Berkshire's stock has underperformed the average S&P 500 stock for any time frame 2 months to 2 years. It's not exactly bubble territory, especially not in comparison to other boring US stuff.
Jim"
Good morning old bud, for the fourth or fifth time in 25 years I said Buffett had to respond to the weakness in the common. He was down too the last two arrows in his quiver a verbal threat to resume buybacks and or initiate a small div to broaden the appeal of our common.
Best case, brkb will initiate a div q-1 27, worst case q-1 28. You can hitch your wagon to Buffett on this issue and continue to be wrong :), or you can join nvda,google,meta,aapl,msft, ME, etc and be right, there is no point in debating the issue.
So, bottom line, Buffett has goosed the stock back to 500 , which imo, is within 2 percent of his buyback limit at this time. Others may believe his current limit is more like 520ish, we shall see in the next 10-q.
btw, does it sound to you like brkb might buy directly from the Foundations, going forward?
Thank you.
No. of Recommendations: 1
Sorry I forgot, that's why I sold calls into yesterday's rally again. IF brkb pays 515 plus this month I'll be shocked.
IF there is a way to amend a prior post, it's above my pay grade.
No. of Recommendations: 1
Greg was asked during the interview about Buffett's large macro bets on the S&P 500. His reply said they'd be willing to do it again if they say similar opportunities. I take that to mean similar pricing and valuation of the S&P 500. But I recall something in stock options changing that meant Berkshire would no longer hold the payment, introducing an unacceptable counterparty risk and so Buffett decided they would no longer do this kind of bet.
