Subject: Re: making sell decisions based on BV
Agree that BV has still been a good yardstick for decision making but is it not likely that at some point that will no longer be the case and is it possible that it is happening now?
..........
I'm just amazed that people are talking about selling shares, writing puts, etc. as if it is a "given" that BRK is going to drop in value. Things can and do change.
Of course it's possible that this changes now, that BV is not a good indicator for price anymore, and that BRK won't drop in price from here. But have a look at that relation:
https://drive.google.com/file/...
Since decades BV is a good indicator for price --- including right now. As long as there are not overwhelming reasons to believe otherwise one should rather expect that to continue than to change.