Subject: Re: How I learned to lose money with Berkshire
Interesting thread.

BRK is now c30% for me rather than 95%.

My other big positions in order of size (less than brk) are;

Nike, oxy, baba, tencent, alphabet, abnb, dg. (Descending)

And a few odds and ends.

Personally I'm very comfortable with that, sleep well at night etc.