Subject: Re: Diversifying away from Berkshire
As a Berkshire owner for 23 years, I've developed a pretty good sense for assessing price vs. value. I've had good success buying on the cheap and selling when high. I have very little confidence in my ability to do this with anything other than Berkshire. So even if I conclude that a company is likely to be solid over the long haul, I'm a bit blind as to entry point. The longer I hold, the less entry point matters. But still....this makes me wonder whether, in my case, I should just stick with Berkshire.