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$UnitedHealth (UNH.US)$ Berkshire may have made one of its biggest mistakes selling UnitedHealth Group at peak fear. When sentiment eventually recovers and earnings stabilize, people may look back and wonder why they sold a dominant healthcare giant with massive cash flow, pricing power, and decades of resilience. Buffett always says to be greedy when others are fearful — this time, Berkshire might have done the opposite.
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$UnitedHealth (UNH.US)$ It seemed Berkshire exited UNH in Q12026 when UNH still remained low. UNH started to rise from Apr. Abel, the new CEO must have regretted the decision exit from UNH as he missed the rally. UNH sharp drop in post hour market is just a noise of this news and UNH share price will stand above 400 again as soon as broader market sentiment back to normal. No need to worry too much and this doesn’t look like trend reversal.
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$Berkshire Hathaway-B (BRK.B.US)$ Buffett without Charlie Munger is no longer the 'Oracle of Omaha' but the 'Jester of Omaha,' and to think I've held on for so many years... oh fxxk
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$UnitedHealth (UNH.US)$ I decided not to hold back and sold all my Berkshire shares.
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$Berkshire Hathaway-B (BRK.B.US)$ Laughing to death, is this Abel’s value investing?... I choose to sell Berkshire Hathaway... Berkshire Hathaway has lost its soul. Farewell...
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$Booking Holdings (BKNG.US)$ Let's set up a position and see
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$Cerebras Systems (CBRS.US)$ Are you crazy? The valuation at the start was 80 billion, at least 60% overvalued.
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$Reddit (RDDT.US)$ Bought at 80, haven't checked for a year and now it's at 150.
Feeling satisfied, unlike that idiot at lululemon
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$Apple (AAPL.US)$ The stock always rises before the new iPhone release... it happens every year
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