Subject: Re: A/B ratio/ Buybacks/ Put Sell?
I have been net short Berkshire in this stretch, and long some other stuff, and it has been very pleasant for me. Beating the market nicely this year, while being 2/3 in cash.

Same for me, with this moment 46% of net assets cash, 38% BRK shares, and 9% puts.
But today "head scratching" starts for me. I have Dec/Jan/Mar puts, all kind of streikes from $440 to $500, 12%-112% in the plus (apart from an old Jan26 $400 one bought last year which lost 69% currently).

Original intention/conviction: Starting to sell at $460 and down, expecting to see $420-$440 this year. I still think we will see that, but time value is running against me. So itīs tempting to as originally intended start(!) selling now, but with Berkshire clearly in a down trend itīs also tempting to wait --- with the risk to eventually regret that as bit later as having been too greedy. Itīs always the same for me: Buying is easy, but selling hard as in that there are too many emotions involved (greed and fear).

May I ask: What would you do?