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Non-Tech : Kirk's Market Thoughts

COHR 139.05

-0.2%

Nov 17 3:59 PM EST

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To: Elroy who wrote (25218)	7/17/2025 10:26:05 AM
From: Kirk ©	Read Replies (1) of 26528

Have you looked at Berkshire's Buffett Premium and how much the stock has to fall to remove it? He "retired" and turned over the helm and his partner, Charlie Munger, died. So, it is really just a big mutual fund or conglomerate with a ton of cash and private investments. At some price, the reported cash flow and income should have a "fair value" but I haven't looked into what it is. I'd start with Grok and Gemini to ask, but you need a lot of time to discover and point out mistakes for this to work. In past bubble deflations, this company has been a great one to own. The biggest risk is if a socialist wins NY and that takes over the Democratic party... then the insurance companies will be in deep trouble as they will be forced to cover a lot of uncovered liability as they are not at all happy with them dropping coverage in high risk fire zones here in CA... and I bet you hear similar noise about covering hurricane damage in FL.

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