Subject: Re: Smead Capital sells out of BRK

having read the smead&son posts for 5+ years, he does come out with some interesting value investment narratives, but never bothers with disconfirming points.

other actions tell a more full story.
smead recently uprooted his firm from a blue state to a red state.
moreso, he was 100% convinced trump&gop knows what they are doing and had a strategy. slightly less so now, only in that he treats economic damage as some acceptable byproduct of a mysterious greater good.