Post #11334 by knighttof3 on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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'make big contrarian bets' (Ackman), ...

Pershing Square holds a few big cap stocks in concentrated positions, similar to Buffett.
I don't know if Bill Ackman picks good stocks or bad, but if you wanted to get his returns, you can buy those eight or 10 positions yourself with no expense pressure.

BN HLT CMG QSR HHH NKR CP GOOG in roughly equal proportion will cover > 90% of his portfolio.

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