Subject: Re: Todd Combs in Barrons
A division of Precision Castparts is the largest manufacturer of receivers for AR-15 rifles in the country.

That's not something I'd be comfortable with either.

But I tend to think of it this way: it's a small piece of PCP, which is a small piece of Berskshire, which would be a portion of my portfolio. A piece of a piece of a piece, and in particular a piece that can't be separated by me.

As an analogy, like most North American's I'm not keen on eating insects because of the cultural ick factor, and to add to that I'm a vegetarian. But 10g of ground oregano is allowed 1250 insect parts, and 100g of peanut butter 30 insect fragments and one or more rodent hairs. Sometimes the only solution is to figure that the contamination is pretty darned minimal as a piece of the pie (or PBJ sandwich) and try not to think too much about it, as perfection is unattainable.

Jim