Subject: Re: Todays Barron's, Buffett moves on from buy and hol
1. You want to know what the specific performance of Todd and Ted has been over the past 10 years?
2. You assert their performance has benefited from the "Buffett bounce", but is still less than the SPY over this period, correct? To quote, the performance "...has not been kind."
3. "No one has posted more love, respect and gratitude to Buffett and Munger than me."

Respectfully, given #3 above, I might suggest you reach out directly and don't be surprised if you receive a response that provides the information you seek. Then again, you might not - at which point you may have to make a decision (or several, I suppose).

I'm not sure why "average holding period" and/or "short term trades" are relevant, but I will admit to some small level of curiosity as to their overall performance. However, what is most concerning to me is the performance of the firm. Which I'm satisfied with since my first purchase, and every additional one.

Cheers!


ps. funny story (at least i think it is). new guy walks into one of our meetings and when it's his turn to share, he looks around the room and announces he could confidently say that he could drink each and everyone of us under the table. I suppose it could be true, but the bold audacity of it sure kept us laughing for a few days.