Its a great time to sell. Hopefully Foundation understands this. I'd be very disappointed to hear of large sales under $120. Or selling into Buffett's Buyback which is very likely.
Its been declining at half the rate of the market just like today.
Take advantage of this outperformance.
But its not just HC hanging on lousy options bets. Show some compassion to the riverboat gamblers!
These prices are relativelty high. Berkshire can't keep outperforming on the downside.
Take advantage of strong relative price to take care of Foundation sale obligations.
All that economic & stock specific stuff is meaningless Apoarently
Probably would be trading at $80