Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (5) |
Author: nola622   😊 😞
Number: of 15062 
Subject: Re: Random contrarian takes
Date: 05/18/2024 4:58 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
TSM/MKL/HPQ/PARA- I don't know if all of these were his.

Were any of them his? I always assumed not. $2-3bn isn't really his style--that's the rule of thumb that he himself stated.



Of that list, TSM, HPQ and PARA were Warren's positions. We don't know about Markel but it sounded like Gaynor had talked to someone at Berkshire and knew of the reason they sold but wasn't going to share it. Gaynor did not say it was Buffett that had bought some MKL, and the position was small and short-lived, so I assume it was Ted or Todd.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds