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...He thinks the big increase in rates makes selling any bank hard, because mark-to-market loan losses have ballooned, and NYCB has its troubled multifamily portfolio on top of that....
...“It is a significant portion of the portfolio value. It is publicly listed, so on one hand it is very liquid, but changes in the market value of the company can change the overall portfolio value.”...
...The stock sales meant that the number of securities Berkshire held in its multibillion-dollar stock portfolio fell to 41 at the end of 2023....
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...Today on the show, we check in on their portfolios, and try to think about where they’re headed next. Also, we go long Chicago....
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