No. of Recommendations: 2
“Berkshire is trading at almost spot on $500 per B share.
That's about 20% (1.72 standard deviations) above its average valuation level in the last 20 years, using the "smoothed real value per share" sort of view. I can post a graph if anyone is interested.”
Yes, I would be interested in the graph! Seems like a not unreasonable time to trim a bit, so I just did an every few month trim a BRKB (basis of $280 from Fall ‘22, currently $505) for upcoming quarterly taxes & life expenses. Anyone else trimming here into a bit more strength?
