Subject: Re: Portfolio update.
1. Sold a bit of BRK in...

I just did the same.
Not that I'm actually bearish, but a man has to eat, and the valuation is such that I don't expect the next year to be a great one for the stock price.

Closed some Jan 2024 $235 calls I bought in March for $79.69, got $133.38 for 'em today.
So, yeah, I'm a short termist. But a happy short termist.

Jim