Unless it is a stock that is still being accumulated it is a mystery to me as to why no questions can be asked about the investment positions. There are plenty of clips from long ago meetings where WEB was answering questions about them. At some point that changed and we even had WEB telling a questioner that, "We aren't in the business of giving away free information." Also in the past at some point information regarding Lou Simpson's returns became public knowledge. Warren even said that Lou had outperformed him. Yet, both Ted and Todd's picks and returns are treated like classified information.

When Lou Simpson retired WEB immediately sold every position. To me it was really surprising. Lou was obviously a smart guy with a tremendous long term record and I found it hard to believe that there were no positions that merited keeping. Now we go the present and positions that WEB took are being sold off and/or completely liquidated. Is he pretty much doing the same thing?

Berkshire Hathaway FAQ

---

Contact Shrewd'm
Contact the developer of these message boards.