I bought 200 shares of Berkshire Hathaway B just after Warren Buffett announced that he would retire as CEO. This was around the time of the "Tariff Tantrum". My thesis was that the stock would rise as Greg Abel deployed the huge cash pile. He has made some moves, but the stock has gone sideways. In the meantime, I sold half the position and today the rest of it. I have better ideas for the money, namely ZIM. At least I think it is a better idea.
I guess I am just not patient enough to be a Berkshire shareholder. I have been in an out of the stock many times. Overall, my IRR is 7.4% and AUD 21k in profit, though this recent period lost AUD 4k.
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