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 (7) |
Author: weatherman   😊 😞
Number: of 16625 
Subject: Re: Smead Capital sells out of BRK
Date: 07/28/2025 9:55 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8

having read the smead&son posts for 5+ years, he does come out with some interesting value investment narratives, but never bothers with disconfirming points.

other actions tell a more full story.
smead recently uprooted his firm from a blue state to a red state.
moreso, he was 100% convinced trump&gop knows what they are doing and had a strategy. slightly less so now, only in that he treats economic damage as some acceptable byproduct of a mysterious greater good.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (7) |


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