What do you think, of the politics. Thanks.

Author: hclasvegas 😊 😞
Number:
22845
of 22845
Subject: brk, American taxes, stew, into 2029
Date: 11/04/26 5:59 AM
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I no longer have to say, AFTER the Dems take the house and senate, it's now a done deal.

The Dems are now a 62-38 % favorite to control the white house in 28 as well. imo, Ossoff and Aoc will be very hard to beat, but it's early. Vance might be a sitting president by 28, who knows?

Obviously, a national wealth tax is in our future, maybe 1-2 percent a year for 5 years would be easy to pass in 2029.

IF I had huge, unrealized capital gains like the Horejsi family, I would be trying to sell the entire fund to brk, depending on tax consequences both both parties etc, at an 8% or so discount to NAV.

IF that isn't an option, stew might do a tender offer for 10 % of the fund at a 5 % discount to NAV in the next two years. The current discount is 24 %.

Many tax loopholes currently enjoyed by the super-rich MAY be gone by 29, but it's better than even money that the super-rich will buy and own the new and improved Dem party as well, by 29.

" Family Control of STEW Shares
The Horejsi family, through two major trusts, collectively controls about 47.1% of the common stock of the SRH Total Return Fund (STEW), giving them near‑controlling influence over the fund’s governance

.

Who holds the shares
According to the fund’s latest filings, trusts associated with the Horejsi family — specifically the Susan L. Ciciora Trust and the Stewart West Indies Trust — together own 47.1% of STEW’s common stock
Panabee
Panabee
. This is a highly concentrated block of beneficial ownership." Good luck to all long-time shareholders in both brk and stew. hc