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? 🤓
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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•2Mes
@Multibagger So you're not really interested?
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•@Iwamoto I hope you bought the FA7T51 this morning 😉
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@Iwamoto
It's already going down
It's already going down
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•2Mes
@Multibagger Sorry, not ☹️
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•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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•@Iwamoto
Don't think it's a good time for Berkshire right now
Don't think it's a good time for Berkshire right now
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•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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