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Anyone starting at Deloitte Jan 11?!
Anyone up now?
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How much do you keep in the bank vs brokerage?
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Buffet hasn’t performed that well over the last five years so... get new idols
Your condescension notwithstanding, the article is referring to a 10yr horizon where the starting point for the SPY was ridiculously low. So that’s slightly different from your original comment.
I take some pride in having read every BRK shareholder letter that’s now published on the website. In the time referred to, BRK has retained >$100B in cash. So the company is nowhere close to being fully invested. And BRK continues to make some outstanding acquisitions as it shifts away from the mainstays that have driven intrinsic value over the last decade.
Hopefully you’re crushing it in your own mini-hedge fund / personal investments. Wherever WB is, I’m sure he’s all good.
Rising Star
Delta will sink before it gets back. Watch for Buffet to repurchase at a lower price later. He is smart.
I’d sell now and buy back in later
Good to know. Now I will sell my 13M shares of DAL, too.
Hey still has 50 million shares of DAL. He only sold enough so he owns less than 10% of Delta
Theory is he is just going to slowly unload
What’s everyone thoughts on airlines at the moment? Gonna wait for it to continue to fall? Any at risk of going under?
Wait, Q2 will be massacre for airlines, cruises, hotels, etc.
Conversation Starter
Stocks are fwd looking. Iant q2 earnings priced in now
Pro
If the market knows what’s going to happen. Right now a lot of investors still holding on hope that the bailout will be enough to cover cash the airlines are bleeding through this.
Sell
And we know this how?
The internet
Conversation Starter
If he thought delta was going to 0, he would have unloaded all at once.