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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (25222)7/17/2025 11:59:26 AM
From: Elroy  Read Replies (1) | Respond to of 26528
 
Have you looked at Berkshire's Buffett Premium and how much the stock has to fall to remove it?

No, why do you ask? I'm basically holding most of my assets in SIMO, and have a few small trades every now and then just to keep my from getting bored. I'm not on the hunt for new stock picks until the SIMO story plays out over the next 9 months, and then I'll reassess whether the concentration still makes sense.