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Chris
@Multibagger
1D·

The oracle has struck again.

Today it was announced in 13F that Warren has $NU (+1,66%) completely . Then his disciples did the same.

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3 Comentários
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Enrique@Dividenden_Monteur
1D
The problem with something like this is that the 13F comes 6 to 12 weeks late.
Today is simply the irrational reaction of the market and the investors who follow it.

It should also be mentioned that Berkshire entered the market at 5 per 6$. So still a doubling. Any of us would cash out at that level 😅
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Chris@Multibagger
1D
@Dividenden_Monteur yes, many would do that, except for the b+h faction, who are thinking 20 years ahead. And of course the data is from the last quarter, but it also shows that Berkshire doesn't believe $NU will develop as rapidly in the future as it has in the past, otherwise they wouldn't be selling it, because there aren't that many 100% shares in their portfolio.
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Chris@Multibagger
1D
@Dividenden_Monteur Incidentally, he bought the most $STZ and $POOL. He has more than doubled his stake in both. He has also sold $C completely.
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