Subject: Re: Great Timing Jane !
Btw, I sorta like the rare occasion when Warren and Charlie may see things slightly differently, like WFC and COST. I know WFC was sold for a combination of reasons. There seems to be a good argument either way to hold or to sell at the time, but the BRK decision to sell COST did surprise me in 2020. I suppose their thinking on China risk and Alibaba is different as well.