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


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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 (2) |
Author: hclasvegas   😊 😞
Number: of 22989 
Subject: brk, the buyers, why now?
Date: 10/24/26 6:13 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Now we know that better minds than ours believe brkb is trading at or above IV. There is no way Buffett is a buyer at this valuation.

brk is trading at 1.55 xs BV, no way Buffett is a buyer.

So, after living over 50 years around gamblers, wall Streeter's, and various other types of grifters and low lives, looking for an edge, I ask myself, what might the buyers know that I don't?

There is a 1 in 100 chance Buffett would change his estate plans and gift his shares to 75 million American kids. THIS would be very bullish, it would keep 200 billion dollars' worth of stock out of the float for 15 years or longer, but that's not going to happen.

The Spoons IPO was very material, the way it was placed etc, even tho brkb only bought 600 million of the 1.7 billion dollar offering, has there been a dramatic change in thinking with respect to cap allocation going forward?

If, IF, there is no material news by next weekend, or by NOV 15th, when brk might disclose its q-3 activity, then the buyers of 10- 15 million shs of brk , paid up and Buffett should double his gifting and sell into the, irrational exuberance.

It's getting harder to see black print on a white background so excuse the typos until I get the eyes done. :)

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 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (2) |


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 | Privacy