Post #12221 by ajm101 on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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I've done paired trades and I think your third option is good one.

I have concerns about the investing returns expected from generative AI, and the S&P being 25-30% AAPL, MSFT, NVDA, AMZN, META, and GOOGL is concerning.

My recent purchase are lower roe and more picks and shovels or brick and mortar. I have concerns with BRK but less so than the rest of the market, and I don't have alternatives I enjoy outside of US traded equities.

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