Subject: Meryl Witmer in Barron's Roundtable
I wish Meryl would join Todd and Ted managing investments at Berkshire! Unfortunately, this article doesn't feature much from her.
Jan. 13, 2023
Barron's: Meryl, how do you see the year unfolding?
Meryl Witmer: The market isn't dirt cheap. If some of the many mentioned risks are realized, the potential exists for further downdrafts, but that would be a good buying opportunity. Also, problems in private equity are going to open the market for corporate bolt-on acquisitions, to the extent that companies can get regulatory approval for deals, which could help earnings.
https://www.barrons.com/articl...