u/CuriousCat788

Berkshire's recent new position of DAL

Berkshire opened $2.6bn stake of Delta Airlines.

Mr Buffett himself has tip toed with airlines stock in the airline stocks and there are endless theories arguing both ways about reliability and stability of airline businesses / industry as a whole.

With all due respect to wisdom and strength of the individuals who are entrusted with BRK coffers, I am wondering if this is tactical move due to increasing pressure to put money at work, or is it genuine intent to own a slice of that business.

Any thoughts?

NOTE: This transaction doesnt change my ownership of BRK.B in any way what so ever, however their intent and principles talk volumes.

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u/CuriousCat788 — 6 days ago

Irish Domiciled Aventis WW Value ETF

Has anyone identified Irish domiciled Worldwide Value ETF to DCA?

I have been DCA'ing in VWRA + AVGV + AVDV, and recently realised the latter two were US domiciled so I swiftly exited.

I found below two which seem to be close equivalent but not quite sure.

AVGV (global value) 》》AVGC = Avantis Global Equity UCITS ETF (IE000RJECXS5)

AVDV (global small cap) 》》 AVWS (NOTE: this is EUR denominated. I will have to live with it; if there isn't any better alternative)

Any other suggestions?

Also, any suggestions for Irish domiciled ETFs for Emerging, Korean and Japanese Market? I am keen to increase diversification due to ever increasing weightage of Mag7 / US stocks within VWRA.

Thanks!

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u/CuriousCat788 — 13 days ago