Post #2166 by mungofitch on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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No. of Recommendations: 11

is it possibly tied 2nd with DG?

DG?
Not lately. I like to play it cyclically, so I sold out last June (when DG price seemed strong) and put the money into BRK (when the BRK price seemed weak).
My assessment seems to have been fairly good: Back then you could get 90% of a BRK/B share for a DG share, now it's only 64%.
DG will be cheap again, and I'll be back. It's only down 16% from my exit.

My other #2 position is Alphabet.
To sum up the investment case: what's the worst plausible outcome?

Although I don't know the answer to that question, somehow I don't think it involves a permanent loss of capital.
They make oceans of money and I don't see that stopping.
Worst plausible case is probably a year or two of no net gain, which I can live with.

Jim

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