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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: bankersfate   😊 😞
Number: of 21942 
Subject: Re: AMZN Sales - Thoughts?
Date: 03/25/26 1:22 PM
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Thanks Jim. But why pick AMZN to sell? Gains are gains. He had lots of choices. One would think they would be selective in what to sell. $100 sale of AMZN did not have the same gains/taxes impact as $100 sale of KO so it wasn't particularly effective at getting to your hurdle while leaving more money invested.

I am guessing it has to be deeper than that don't you think?

Apple makes sense as it was an enormous position and of a size he might not want to expose Greg to. Maybe Greg just didn't understand it as well. Maybe Tod was the only one who felt good about it and he was leaving.

Bezos left. Competition is fierce. AI risk?



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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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