No. of Recommendations: 6
'They definitely invested a lot in 2022. The underlying value is up, no doubt.'
Totally agree. OXY, CVX, Alleghany all have been terrific & owner earnings keeps snowballing. When will get our initial 2022 annual numbers, mid Feb.?
Will need to think about my first ever trim of BRK as I'm now in the early draw down phase. My trigger for initial trim may be in that $350-360 range when we are back in that P/Peak BV of >1.5 but appreciate hearing when other shrews are considering a trim. Still holding a 5% cash at present.
Agree, market/ higher rates have given Apple its haircut from 180 to 130 and hope Tim is using that $90B to buyback in size so we get a dual benefit. I think BRK was adding around 150 in early 2022.
Random tidbit- I sent a brief holiday card to Greg Abel, and he generously responded with a kind short hand-written note- class act.
