I’m not an investment advisor — so don’t take this as advice; this is just me thinking out loud. Berkshire-Hathaway’s shareholder letter came out last week. As always, it’s well worth the read, if for no other reason than to be well humored by the Oracle of Omaha. But it did get me thinking: Warren doesn’t believe in selling — he believes in buying good investments when they’re cheap. And given my article from Monday, about the amount of equity people are putting into their homes, I’m beginning to wonder if now isn’t the time to take some of that equity out, and look at putting it to work in some other investment.