Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
The Meb Faber Show - Better Investing
BERKshire
The expensive stuff continues to get whacked like it has been. We have a similar situation where you have a flight to quality. Berkshire's traded at these multiples before, sometimes. But seven 50 million? What would cause you to clean house on the entire position at seven 50 each? Very near term time horizon? Lise, it will be a smaller position in the centre portfolio. At a million, in the very near term, it would be a much smaller position. And i'm much more readily willing to shrink an overvalued, or a fairly valued berkshire in a non taxable setting then i am in a taxble setting taxible investors. As long as we don't
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