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Selling/buying options in size versus selling the stock puts you in exactly the same place. The folks that do options in size will use the stock to hedge so you are just running around in circles. Additionally, you can move the market in options prices just like you can move the stock price if enough size is done (and it will take far less size to move that market) and they will tend to move together as each can be substituted for the other through delta hedging for the most part.
Jun 03 17:21 pm
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All Comments by daver »USG Corp: Another Buffett 'Failure to Sell' Mistake [View article]
You asked me how I would value USG and my answer is, "I don't know." Then again, I didn't write the article so I would not be expected to know... You wrote the article and your thesis is that because the stock was higher at some point he should have sold it.
Hmmmm. Does it follow logically that just because a stock is trading far from its high price that not selling it was a mistake given the information one had at the time? Of course not! 20/20 hindsight is a wonderful thing to have.
Regarding those that criticize Buffett's record - it is pretty funny. It's only one of the best of all time. He is not perfect for sure but come on and give him his due. I wonder what it takes to get a compliment out of you folks...