Subject: Re: Chris Davis Advisors sold BRK
Interesting and Surprising imo, esp. as a Director. BRK has climbed 90% (Fall 2022) since they have been trimming 2/3 of their position. I do enjoy his interviews and commentary (spoke at VALUEx Omaha) but am less impressed with the portfolio & wow, >100 positions?! To each their own.

Funny, I randomly saw Chris had called for an Uber by valet drive at a downtown Omaha hotel & a group of young foreign attendees about jumped in his car. He jovially said “Easy fellas, this one is for Chris, good night.” & sped away.😁He seems “real”, modest and good natured!