Berkshire Hathaway
BRK-B
BRK-B Fair Price
My Notes
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We have big news today and generally it's going to be pretty busy again. In the meantime, I'm wondering, what about you and the housing market?
About two months ago Paul posted info here regarding $BRK-B' s purchases and albeit smaller amounts, but the inclusion of $LEN and $DHI in their portfolio. These two companies are in the US building, building and selling new homes + $LEN...
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I only eat DCA, so to speak, as part of portfolio dilution/rebalancing. Alternatively, I also break up my purchases into multiple parts. But that I regularly put the same amount in the same title, no.
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The results are great and I don't have $BRK-B stock in my portfolio, but I'm thinking about buying a little something.
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Maybe they have some more information we don't know about. Personally, I'd like to see $MSFT make the acquisition.
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Great news, I've been overbought recently too as they were down quite a bit so hopefully they'll go up already, but I trust them, if Buffett, so do I. 😁
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Like this, generosity... I don't know how they do it in the US, but here you can put donations to charity as a tax expense... so you just don't give the money to the government, but to another company... but on the surface, of course, he seems like a do-gooder.)
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Unfortunately, those companies are not so cheap anymore, ytd have increased from 40-70%
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Leaving out the six. ...it makes me wonder how it's all based on tech companies... :)
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I've got it written in my notes, and I'll have a look. He would like to invest using the DCA method. So I'm tempted too and it's quite possible I'll include $BRK-B in my portfolio soon :)
I'm glad I'm doing this dca :)