Subject: Re: 2026 and beyond
SIRI, which happens to have a 5+% dividend, is a position that Ted Weschler continues to increase. I have no idea as to what he sees in it nor have I read/heard anyone else come up with good reasons for doing so. I don't think he is buying it because of the dividend.

The question is my mind is, "As a shareholder do I want to see both Greg and Ted being completely in charge of investing several hundred billion dollars?"

Of course per the "experts" here shareholders have no right to know what is being bought or why as well as what the portfolio manager's performance record is. UCMTSU

I should add that I like Greg and think he will do surprisingly well with acquisitions in the $1 to $10 billion range. As previous posters have emphasized in some excellent posts he is also quite likely to "crack the whip" on many of the fully owned businesses and margins should increase.