Subject: Re: Brk news
"How do you reconcile this fact with your "less information is never good" assertion? "

Easy it is not an assertion it is a fact. They may have more money but Warren refuses to provide their performance record. One minor comment was "they have slightly trailed the S&P". Warren can be obstinate on certain points.

I respect that both have added other value to Berkshire with one of them leading Warren into Apple. Kudos for that.

Rationalwalk recently wrote a piece on this disclosure. Worth a read.