Subject: Re: 140% “GDP Playing w/Fire”..50% higher?
The principle of not paying more than a stock is worth remains true today but eliminating tech companies from consideration is a mistake.

A mistake for an individual investor or a mistake for BRK? I'm happy if BRK sticks with what they are good at. I would no more buy BRK looking for speculative new tech investments than I would go to Paris looking for good Mexican food.