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Mirko
@Kieler_Jung
2Sem.·

My first small position with Berkshire

30.05
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
Acheté x1 à 446,25 €
446,25 €
26
15 Commentaires
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Ph1l1pp@Ph1l1pp
2Sem.
Warren's resignation was the end of good performance.
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Mirko@Kieler_Jung
2Sem.
@Ph1l1pp wait and see 😉 he's already thought of something with Greg Abel
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1aDNA@1aDNA
2Sem.
He hasn't done anything great for years and remains a rock in the surf
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Global I.@gloinvest
2Sem.
@Ph1l1pp Thanks for the information. How do you know all this? Thank God we have you!???!?!
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Ph1l1pp@Ph1l1pp
2Sem.
@Kieler_Jung I think the decision is more in line with investors' expectations. I am not a fan of Abel
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Martin@Marsellus
2Sem.
But someone has really done some research... NOT!
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Ph1l1pp@Ph1l1pp
2Sem.
@Marsellus Thank you Martin, you are an enrichment.
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Martin@Marsellus
2Sem.
@Ph1l1pp Then why don't you explain which analysis you are basing your statement on? So much time has passed since Buffet's announcement that you can of course make such well-founded and detailed statements. Sorry, but anyone who goes out on a limb like that without any evidence must be able to withstand criticism.
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Joker@Blizzard
2Sem.
@Ph1l1pp What should be wrong with them? Have you taken a close look at the company and do you know what's behind it?
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StocksBot@StocksBot
1Sem.
I would say the underperformance is due to the sheer size of the capital. They will only outperform strongly in the future if a liquidity crisis á 2008 occurs.

If something like that happens, they could set any conditions as an investor, such as "I'll give you money, but in return I'll give you Vz shares with 10% profit distribution until my investment is back in with subsequent conversion into common shares 1:2."

Otherwise, under normal market conditions, they will tend to outperform normally to slightly as long as Abel doesn't go crazy.
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Ph1l1pp@Ph1l1pp
1Sem.
@StocksBot will certainly be one of the decisive factors, but Warren drew attention to this problem years ago.

Even if Abel had already made the majority of all decisions for several months, this would only mean being positioned delta neutral to the market

Directional bets have always been made almost exclusively by Buffett. It remains to be seen whether Abel can also make these decisions - I am skeptical 🤷🏻‍♂️
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PatitosFortune@dividend_master_pf
2Sem.
Nice :) I also started with one a few weeks ago and a second one a few days ago.
Convinced that $BRK.B ‘s fundamentals are still strong for a long while despite WB stepping down 💪
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Joker@Blizzard
2Sem.
Why no a?
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Peace@Pinkafeld
2J
Bought at ATH, the correction is underway. Now in the red?
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