Agree with you guys’ sentiments. Very pleased with op earnings growth across nearly every segment but pretty disappointed and also head scratching wrt limited buybacks IN June. July and net equity growth.
Very pleased BHE valuation of $87B, so looks like $7B or so to purchase the Scott estate position. Maybe later this year? Shame that Greg could not do a tax efficient exchange of BHE for BRKA vs. a cash buyout.
Looks like our Apple and CVX positions alone have increased $26+B since 6/30. Crazy Mr. Market!