Subject: Re: Just to be provocative
Jim, you state the in my view two main points supporting one who a)currently holds Berkshire AND b)donīt want to withdraw from the US to keep on holding Berkshire:
1.)There is no reason to think that as a collection they will rise in value measurably faster than a random set of plausibly good US firms.
Holding Berkshire is easier than trying to trying to identify good US firms oneself --- and done by better ones (than me).
2.) And of course a very low risk because of the fortress like balance sheet, a tradition I don't foresee changing
And this (I just would add "Berkshire culture" to "tradition") together with 1 makes the case to keep holding even stronger.