TSMC to Sell 5% of Berkshire?

I noticed it on Ally, which I own. They owned two million shares, whatever it was, 200 million shares and they sold 5% of it. It just struck me as odd that the decision was to sell 5%. But there's more guys, so I'm sure there's some thought process behind it but it is confusing for me. Just rebalancing. Maybe you plan to sell it out as it goes up. Or maybe Charlie found something good and they're getting ready to lever the entire organization. One big trade. Yolo. The company has a Charles Schwab account with margin in it that they're going to take. If it gets his Yolo trade at 98 or

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app