On 12/2/24, Intel announced the ouster of CEO Pat Gelsinger. He was central to my investing thesis, so I dumped all of our shares that…
In September, I sold covered calls against my position in Berkshire Hathaway. I almost felt sacrilegious for doing so; however, I sold the calls premised…
On 9.20, my SJM covered call options expired with the underlying share price below the option strike price, so I kept the shares. Subsequently, on…
I’ve accumulated a sizeable position in Berkshire Hathaway. I had been sheltering significant sums in T-bills which paid a nice, risk-free 5.5%. At the time…
“I don’t mind at all, under current conditions, building the cash position. I think when I look at the alternative of what’s available in the…
I’ve listened to every Berkshire Hathaway annual shareholders’ meeting since 1994. Other than the 2020 meeting during the pandemic, this is the first one without…
Saturday, May 6th, 2023. What to do? What to do? Do I go to the festivities surrounding the Coronation of King Charles in London to…
Considering the “war, consumer debt that’s increasing, declining job growth, declining pay in the jobs that are growing, prospects of increased interest rates…what would your…
