It was a really interesting read. Looking back, it does seem like about a month ago was indeed an attractive entry point.
My own interest in Berkshire right now centers on what they end up doing with the Sirius XM position going forward. The fact that Sirius XM stock has been somewhat in a consolidation/pullback phase over the past month might reflect the market becoming more sensitive to Berkshire's moves (particularly under Greg Abel). I'll be watching closely to see how the position actually changes once the next 13F for Q2 comes out.
You wrote, "one way to support that and get the highest value, hence cheapest price is by pledging a subscription now". So, how can I make that pledge?
Right below that quote, there should be a 1-click button saying: 'Pledge your support'. The same should show in the top right corner of the post and main page. If it does not, just let me know, and I will check with Substack.
Appreciate that you see the value already, hence getting the best deal for the future.
Amazing Mav!
Glad to hear Javier!
Full report covering many bases is work in progress, soon coming to town!
Cheers!
Thank you for sharing this.
It was a really interesting read. Looking back, it does seem like about a month ago was indeed an attractive entry point.
My own interest in Berkshire right now centers on what they end up doing with the Sirius XM position going forward. The fact that Sirius XM stock has been somewhat in a consolidation/pullback phase over the past month might reflect the market becoming more sensitive to Berkshire's moves (particularly under Greg Abel). I'll be watching closely to see how the position actually changes once the next 13F for Q2 comes out.
Welcome! Glad to hear! Full report is work in progress, soon coming to town!
Sirius a very interesting case. Let's cover it!
Cheers!
You wrote, "one way to support that and get the highest value, hence cheapest price is by pledging a subscription now". So, how can I make that pledge?
Hey Bradley,
thank you for your question and commitment!
Right below that quote, there should be a 1-click button saying: 'Pledge your support'. The same should show in the top right corner of the post and main page. If it does not, just let me know, and I will check with Substack.
Appreciate that you see the value already, hence getting the best deal for the future.
Thank you! Have a great next week!