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sleepydragon

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  1. Do you know what's their top 3-5 holdings are? Then you might be able to find out
  2. What happened to the “mystery ” buyer of BRK A ? Some possibilities: this “buyer” may actually had a large short position in A or B and was covering( maybe a quant fund that had an algo bug that traded A shares regardless of the ADV). Or it could be a personal investor (very unlikely). Or someone who bought A shares and sold soon after?
  3. It’s whatever the next person feels like to pay. It can be 40k, can be 40 cents. Cuz this thing doesn’t generate any cash flow. Not much different from collecting stamps. It’s whatever the next person willing to pay.
  4. I bet this is from web archive. There’s a website where you can see the historical websites
  5. The only news I found today is this: https://news.bloomberglaw.com/employee-benefits/calpers-opposes-berkshire-committee-members-citing-environment and also form 4 showing Charlie and Aj donated more shares to charity.
  6. gft posted something yesterday, but I think the site crashed later and his and my replies disappeared. his point is it might be WEB doing buyback after all. Maybe he got a forward contract with one of the banks
  7. More than $10 now. 1000% return in one day. Beat the next Warren Buffett guy Chamath
  8. If the price goes back to mid 30s, that will be a 30x return! Beat S&P by a huge margin! We can call ourselves the next Warren Buffett
  9. As low if not lower than the fed rate
  10. It’s selling for 1 dollar at amazon right now, and it’s a 600 page book. What’s going on?
  11. I really don’t like this new version of website. now, when I visit the site from my iPhone, the Ads take over 80% of the screen. When I scroll down, I see one topic. before, I can see the entire activity in pretty one iPhone screen.
  12. The A share volumes are spiking in March. I think it can’t be buffett cuz he will only do x% of the daily volume. And A is trading at a premium than B. So it seems someone is buying, perhaps trying to gain controls?
  13. BNY is the largest custodial bank in the world. They have something like $40 TRILLION in other people's assets in their custody. The assets themselves would belong to the customers of brokerage houses, funds, institutions, endowments, companies like First Manhattan, etc.. On the A-share volume, I would assume that record high share prices and still-low long term capital gains tax rates have convinced more long term holders (who would primarily hold the original stock) to call the phone number listed in the Annual Report. Berkshire's request was to call either before or after the market was open and we have seen large blocks of A shares cross the 'tape' at the open each day. Consistent with negotiated trades that were worked out before or after market hours. Then that activity draws in more activity as prices rise I suppose Sorry, I mean First Manhattan bank. 25% of their 13F is Brka ($5b)
  14. Bank of New York has unusual amount of A shares on their 13F filing. I wonder why? It could be some client’s?
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