I am pleased to have been interviewed by Seeking Alpha about: special situations value investing; what makes a good analyst; investing pitfalls to avoid; the best mindset for analyzing (caution: it's depressing); conference call tricks; the odd thing whereby stupid negativity sounds smart; how fear and greed can help you; when herding is smart and when it's not; and, why quarterly earnings are tough on analysts.
Was it the chicken or the egg? I am guessing BRK did not buy RH because of RH's incentives put in place when RH stock was $57.14. I am guessing RH put in incentives at a point that RH felt was timely. RH now $187.20.
New BRK/Warren E Buffett investment, per 13F filing tonight: RH (see #12, Incentives in linked Seeking Alpha article).
https://www.sec.gov/Archives/edgar/data/1067983/000095012319011362/xslForm13F_X01/form13fInfoTable.xml
Was it the chicken or the egg? I am guessing BRK did not buy RH because of RH's incentives put in place when RH stock was $57.14. I am guessing RH put in incentives at a point that RH felt was timely. RH now $187.20.