Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (14) |
Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 15062 
Subject: Re: WEB's Taiwan Semi Sale
Date: 02/18/2023 3:50 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 11
Buffett has made it very clear that he doesn't ok or veto their trades. Either Buffett or t and t changed their opinion.

Be sure to include "changed their opinion of the valuation level" in your definition.
The price went up. It's pretty likely they made a quick billion. Nothing wrong with that.
Sure, a long term compounder is best, but a good solid IRR isn't so bad either.
Maybe it was about a change in perceptions about the future trajectory, but maybe it wasn't ALL about that.

A billion here, a billion there...

Jim
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (14) |


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

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds