No. of Recommendations: 3
Many months ago I wrote about me buying VZ, PYPL, WRB and Berkley. Though especially VZ ("bad business, just to move data around") and WRB ("too espensive") were utterly dismissed exactly those two up to now worked out.
I have only neglectible amounts of shares as 3 months ago I sold nearly all my non-BRK shares and bought US Treasuries, but with VZ I still have quite some calls, with Jan'25 ones in the red but Jan'26 ones as of today 100% up.
That raises for the latter calls the "Selling?" question, which for me is always much trickier than "Buying?". May I again ask for opinions?