Subject: Re: Latest from Howard Marks
Equally amazing is [Bogleheads] lack of understanding of BRK.
"Berkshire? You kidding me? That's single stock risk. Nope. Dumb. I guess maybe if you want to play with 1% of your portfolio."
I always chuckle at that.
They'd have a heart attack knowing some of us have like 80% in Berkshire.