u/vcolovic

Among the stocks that were net sold by Schwab clients in June were Berkshire Hathaway, UnitedHealth Group, Snowflake, IREN and Cisco Systems.

Trending repo at GitHub

I don't even know what this is... They don't bother translating it to English.

This news is for all of you "value investors" who have been waiting for it for two years. Finally!

The odds of rate hikes are up.

What's going on, then?

Can someone please explain this:

* QQQ is up 0.10% * while our beloved BRK-B is down 0.80%.

What an investment!

This news is for all of you "value investors" who have been waiting for it for two years. Finally!

The odds of rate hikes are up.

What's going on, then?

Can someone please explain this:

• QQQ is up 0.10%
• while our beloved BRK-B is down 0.80%.

What an investment!

Some user wrote this in some discussion? It this true?

BRK as BRK.B

Please, no "in 10 years" answers, because if you wrote that 20 years ago you would be wrong.

"The stock market is not a pool of liquidity. It is a hunting ground."
I heard this in some YouTube video and it changed my view. I am the prey in a hunt!

Companies return part of their profits to the market through buybacks and dividends. Once that money is there, big institutions do everything they can to take it from retail traders.

That is why long-term investors usually survive. They are not reacting to every trap.

Short-term traders are the target. They think they are trading the market, but many times the market is actually trading them.

Since I heard that line, I started looking at the market differently. I act as if someone is always trying to trick me, trap me, or make me react.

For months inside this subreddit, I'm listening to the prophecy that when AI bubbles start bursting Berkshire will hold its value.

Yeah, right.

Where are you clever guys? Graham-style value investors...

Silence?

Trump on Truth Social or Barak Ravid at Axios. Same routine.

Watch out for some fake 'news' about Iran in the next hour to pump up the stock market.

This is market manipulation for the history books. Maybe even for prison?

Soon, Iran "news" will be posted by either an Trump on Truth Social or Barak Ravid at Axios.

It's just to push stocks today. Expect more market manipulation today.

... as usual

I bought Berkshire in December for around $500, mainly as a protective measure. The whole point was to reduce stress, yet I've experienced more stress over the last two months from holding this than I have with the rest of my portfolio.

At this point, I just hope it rises enough for me to sell immediately.

I understand the value-investing philosophy in theory, but who cares about that when the opportunity cost is so high? It's one thing to miss out when FOMO is at 10 or 20 per cent. It's a completely different matter when the market is booming and Berkshire is lagging by 60% or more.

I also don’t understand Greg Abel’s silence and passivity here. If he doesn’t act soon, this stock could continue to decline and may not easily regain its former value - EVER. Berkshire’s reputation was built on investor trust in Warren and Charlie’s judgement. However, Warren and Charlie are no longer around, and Abel lacks that special 'pizzazz'.

And when Buffett dies, the stock could easily take an additional 8–10% hit. Maybe more. This risk is real and probably not some distant event anymore.

In my opinion, Abel must do one of two things immediately, or both:

• Start an aggressive share buyback NOW, before it’s too late.
• Make a major acquisition that will excite the market, also before it’s too late

In the past, their acquisitions made sense because they were backed by the credibility of two legendary capital allocators. However, without this credibility, the market may no longer give Berkshire the benefit of the doubt.

In my view, Abel is jeopardising the most important asset that Berkshire has, and that is investor trust in the company's management. I think even long-term shareholders are starting to question this now.

The stock has performed poorly in up markets, down markets and flat markets. At some point, this stops looking like patience and starts looking like dead money.

I just needed to relieve some of the stress that BRK had caused me.