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William's avatar

I know you’re following LSXMK/SIRI. Pro-forma for shareswap with BRK, LSXMK is now over 80%. Good for Liberty holders.

In Berkshire news, their 3q came out today. The buyback came in very nicely and cash continues to build in spite of it. I’m not sure, even now, the market understands what a value driver the buyback is for BRK.

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Square's avatar

Always great post. I wish I had seen ASAN's insider buy since it is on my watchlist. Since you linked Peloton's article and you've written about Peloton several times, what's your thoughts on their earnings this q?

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