Subject: Re: 13F Financial Stock still a mystery
"Barron’s best guess is that assuming that Berkshire Hathaway bought just one stock in the third quarter, the target may be Morgan Stanley, BlackRock, or Chubb."
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I'm curious why BRK would want to own any of these, let alone take a large position. Can anyone enlighten me?
The writers at Barron's don't know any more than anybody else. Often less.
Those three names are in the right sector and are all very large, I don't think there's anything more to it than that.
Jim