Apr. 16 at 4:51 PM
$BRK.B — called the level, got the fill.
$472 tag and I stepped in… but let’s be clear: this is a nibble, not conviction loading.
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Price sitting ~
$472–473 after rejecting ~
$476 intraday. The drift lower confirms what I’ve been saying — the “Buffett premium” is slowly compressing. This isn’t the same asymmetrical beast it used to be.
At ~
$470, I see Berkshire as slightly better than
$VOO on a risk basis (defensive, less downside in a drawdown)… but upside? Meh. Capital can work harder elsewhere.
P&C names like
$PGR,
$KNSL still look cleaner — better growth, better momentum, less legacy drag. Honestly, most insurers and brokers are offering better setups right now.
Game plan:
• Scale only on weakness
• No chasing
• Treat this as capital preservation, not alpha generation
