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Chris
@Multibagger
2Mes·

That's exciting

I find the share of $KTOS (+1,77%) quite interesting. It has only taken just under 20 years to complete the saucer formation since the issue and finally rise above the issue price again. Should you get in now or wait for a setback?

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Tenbagger2024@Tenbagger2024
2Mes
I have opted for $AVAV
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Kate🦋@Iwamoto
2Mes
Hi Chris,
I may have a trading idea 😄 $BRK.B short!
Dear @Tenbagger2024 drew my attention to this article,

https://www.manager-magazin.de/finanzen/berkshire-hathaway-gewinnrueckgang-durch-milliardenabschreibung-belastet-das-unternehmen-a-f90b2981-e2fc-4055-afbe-db8fa97bb97d?sara_ref=re-xx-cp-sh

Whereupon I looked at the book value of the share and discovered a clear premium of approx. 1.6 p/b instead of a holding discount as expected. I see great potential for a correction here, plus Warren Buffett is retiring in 2026

Couldn't that be an interesting trade? 🤓
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Chris@Multibagger
2Mes
@Iwamoto Sure, go ahead, it can work. In my opinion, the traditional US economy is facing a downturn. And $BRK.B always reflects that quite well.
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Kate🦋@Iwamoto
2Mes
@Multibagger So you're not really interested?
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Chris@Multibagger
2Mes
@Iwamoto Well, the volatility at $BRK.B is not that high. This means that you either have to take a medium/long-term approach or use relatively high leverage with corresponding risk.
So either HT4RS8 conservative
Or FA7T51 speculative.
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Chris@Multibagger
2Mes
@Iwamoto I hope you bought the FA7T51 this morning 😉
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Tenbagger2024@Tenbagger2024
2Mes
@Iwamoto
It's already going down
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Kate🦋@Iwamoto
2Mes
@Multibagger Sorry, not ☹️
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Kate🦋@Iwamoto
2Mes
@Tenbagger2024 and I suspect that this will not change any time soon. Perhaps we have found the next LVMH in the turnaround
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Chris@Multibagger
2Mes
@Iwamoto Too bad, your basic idea of short trading on $BRK.B was spot on and then you get the matching bills served on a silver platter....😉😂😎
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Tenbagger2024@Tenbagger2024
2Mes
@Iwamoto
Don't think it's a good time for Berkshire right now
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Kate🦋@Iwamoto
2Mes
@Multibagger I may have bought one of the two shares after all. You could say: "too late", but I'm not trading the news, but the narrative: strong valuation, operational weaknesses and the elimination of the epic CEO 🤓
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