Subject: Re: New post from Brooklyn investor
"Which will result in the "good" stocks going up in price and the "bad" stocks not.
So look at which stocks are doing what. And buy stocks that are going up."

Looks like you're out of Berkshire then?

I have only 5.7% allocation to BRK. Most of that is in taxable accounts with a very low basis and a quite large capital gain which I don't want to pay taxes on. Anyway, BRK is still mostly going up. Long term. Just not right now. Haven't bought any more in a long time.

I have a larger allocation to GOOGL, 7.5%. And it is going up quite nicely.


Actually, I have been giving BRK the stink eye for quite some time, because the P/B has been stalled above 1.5