No. of Recommendations: 1
" They thought they could do better.
I think there is merit to the idea that Berkshire "index" most of their equity investments going forward. Having huge, concentrated positions worked when the firm was much smaller and the greatest investors were in charge. Now Berkshire has huge amounts to invest and less talent to do it. How about a self-generated, value-weighted "index"? Could it work?"
Yep, if team Greg does a deep dive into all our wholly owned subs you can bet they will find, issues, with 5 % or more. That's what I hope the game plan is going forward.
I seriously doubt Greg is in control yet, hence best case, we are going to hear buybacks have resumed.
375 BILLION in cash is a lot of $$, even for brkville brother Jim!::))
