Subject: Re: BRKB under $300
Already at full BRK position but seems quite reasonable at around 1.3x Peak BV. I would think WEB is repurchasing modestly but I am leaning towards adding around 1.25x, Sub 290. With these growing tremors within banking despite the backstop, I do not see any rush. I added some BAC @28- wonder if WEB May be adding more as well?