Subject: Re: new buys
Totally agree, nola. Greg doesn’t want or need a clean slate & will have Plenty of cash to allocate in time.

I imagine WEB’s decisions were primarily the cont’d AAPL & BAC trimming. I was a wee bit surprised at the AAPL trim after we had sold 2/3 of the position. As usual, lots of Patience & Discipline in Omaha. Net sellers for nearly 3 years.