Wednesday, April 16, 2008

Buy Berkshire Hathaway BRK.B

Buy Berkshire Hathaway
BRK.B is about 1.5% off its 2008 lows, while SPY is about 4% off the March lows. The anecdotal side is that some BRK.B holders may have sold recently to pay taxes.

Positions:
long INTC hedged
long MON expiring this Friday 4/18
long BRK.B

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