No. of Recommendations: 0
Hi hbird , hope all is well. My guess is brkb might be down 10 to 292 before it goes up 10 to 312. Do you see a near term catalyst to move brkb higher? Years ago Buffett finally agreed that selling off his life's work near BV via the foundations, was foolish. He finally agreed to the highly restrictive buyback with a 1.1 xs BV limit to goose the stock closer to 1.2 xs BV. He never really had much interest in buying back brk. His mindset was always, buying back brkb above BV, was dilutive to BV. His thinking should have been, buying back brkb at, material discounts to Iv, was accretive to IV. Now that discount IV is the hurdle, do you think Buffett will be an aggressive buyer at 1.4 xs BV, even if he believes it's a 20 percent discount to IV? What other catalysts do you see, going forward? I think Geico has serious competitive pressure. How much further can apple take us? Yesterday Kyle Bass was interviewed again, he has no doubt China is going after Taiwan , sooner, rather than later. What do you see near term, that might increase demand for brkb common? Thanks to anyone else who might respond, since this question is rarely asked. Take care.