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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Said   😊 😞
Number: of 21944 
Subject: Re: A/B ratio/ Buybacks/ Put Sell?
Date: 08/04/25 12:00 PM
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I have been net short Berkshire in this stretch, and long some other stuff, and it has been very pleasant for me. Beating the market nicely this year, while being 2/3 in cash.

Same for me, with this moment 46% of net assets cash, 38% BRK shares, and 9% puts.
But today "head scratching" starts for me. I have Dec/Jan/Mar puts, all kind of streikes from $440 to $500, 12%-112% in the plus (apart from an old Jan26 $400 one bought last year which lost 69% currently).

Original intention/conviction: Starting to sell at $460 and down, expecting to see $420-$440 this year. I still think we will see that, but time value is running against me. So it´s tempting to as originally intended start(!) selling now, but with Berkshire clearly in a down trend it´s also tempting to wait --- with the risk to eventually regret that as bit later as having been too greedy. It´s always the same for me: Buying is easy, but selling hard as in that there are too many emotions involved (greed and fear).

May I ask: What would you do?
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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