Subject: Re: Todays Barron's, Buffett moves on from buy and hol
Good morning all. What would Buffett and Munger say? What would rational walk, the Brooklyn investor or Jim say? Why does Buffett often request permission from the SEC to delay reporting his trades? He knows there is a Buffett bounce and he doesn't want to have to pay up to complete his trade. If T and T were going to challenge another money manager to a performance test, short term, would T and T have an edge, if their buys were reported as, Buffetts buys ? Why did Buffett agree to create the Bs? The lack of transparency causes confusion every quarter and benefits t and t if they continue to make short term trades. This issue is complicated or controversial? Suggesting brk should split the Bs 50 for 1, was controversial, until they did it. Suggesting brk should authorize buybacks at, material discounts to IV, was controversial ,until they did it. Within two years, maybe sooner, brk will disclose in a timely manner, which trades are Buffetts. I'm sure honorable guys like T and T would agree. Have a great day all.