Subject: Re: PayTM sold
Calguy-

No doubt AAPL has been a smashing success.

Looking at the buy/sell history of the Chevron position on Dataroma, looks like a typical hedge fund…lots of trading buys and sells.

Not terribly inspiring from my chair.

Does anyone know the score of our Chevron investment overall? Perhaps I’m missing something.

I’d prefer to see a couple more big fat sloth like compounders. But, that’s just me.

T&T have been around a while now. What’s on their BRK trophy shelf?

Don’t get me wrong, I know they are extremely smart and successful gentlemen. I’m still holding out hope for their next 20-30 years.

Happy holidays everyone.

m