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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch SILVER
SHREWD
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Number: of 21107 
Subject: Re: “Big Short” bet against BRK
Date: 06/25/26 9:44 AM
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No. of Recommendations: 13
Makes me wonder about Brookfield and Oaktree.

If what those silly insurers are using for regulatory assets no longer make the cut, a lot of those assets will come up for sale. It will be hard to find buyers of that mountain of stuff with only second-tier ratings.

That makes me think that the smartest folks in the room might do very well indeed, picking up from forced sellers. A lot of the underlying notes might be dubious, but there is a price for everything, and Oaktree probably knows it better than most. Of course, you can't buy Oaktree shares.

Jim
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