Subject: Re: Knowing Buffett I expect him to give T
It's very common knowledge that Buffett buys in large ammounts . The largest purchase that either Ted or Todd was in the 1.1 billion range .
Don't be so certain. Embrace the unknowable!
The current Davita stake allocation is about four times that, as just one data point.
$12 billion? Mr Buffet, one assumes.
$1 billion and no further purchases in the subsequent quarter with similar entry price opportunities? Pretty certainly Mr Weschler or Mr Combs.
Between the two sizes, it's probably best not to make unwarranted (unWarrented?) assumptions. There is no law saying Mr Buffett can't do a smaller position, nor that the new gents can't make bigger ones. It's easy to imagine good reasons for either.
Jim