immagine del profilo
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? 🤓
1
immagine del profilo
@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.
1
immagine del profilo
@Multibagger So you're not really interested?
1
immagine del profilo
@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.
1
immagine del profilo
@Iwamoto I hope you bought the FA7T51 this morning 😉
1
immagine del profilo
@Iwamoto
It's already going down
2
immagine del profilo
@Multibagger Sorry, not ☹️
1
immagine del profilo
@Tenbagger2024 and I suspect that this will not change any time soon. Perhaps we have found the next LVMH in the turnaround
immagine del profilo
@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....😉😂😎
1
immagine del profilo
@Iwamoto
Don't think it's a good time for Berkshire right now
1
immagine del profilo
@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 🤓
1