Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (28) |
Author: hclasvegas   😊 😞
Number: of 21944 
Subject: brk, disclosure, transparency, not much
Date: 08/16/24 7:26 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
changes. Seems to me if brk filed an 8k, or non-mandatory Form 4s, disclosing the dates of sales and that the apple sales were completed for the year, apple would be even higher, IF, he's done selling for the year. Do any brk partners actually believe there aren't members of the financial community that know what he's doing? Does brk use 5 different firms to execute its trades? How many, others, can trade apple in that size? Has anyone ever asked?

Every quarter most members of the financial press erroneously report brk trades for the quarter. For instance, does anyone believe ULTA is a Buffett buy? Stocks often pop 3-5 % or substantially more based on fake news, that Buffett is a buyer. Obviously, Buffett could make it clear which trades are NOT his, but he refuses. As a result, T and T benefit from the Buffett pop, and still, they have lagged the index by so much Buffett refuses to disclose this data. Buffett has given T and T every edge he can, but still, no success on that task.

If anyone still reads all the footnotes to the filings, does brk disclose the amount of unrealized capital gains on its public securities holdings? Presumable brk sold its highest cost apple and BAC but IF, IF, he believes the tax rate might rise 25 % or more, in the next two years, who knows what he might be doing? The strength in the stock sure has surprised most of us, that's, a beautiful thing! Thank you.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to hclasvegas here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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
Unthreaded | Threaded | Whole Thread (28) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community