Post #2025 by BenGrahamCracker on the Berkshire Hathaway board

If you have a moment right now, copy the url of a post you find interesting and email it (or tweet it, or message it) to your friends ever so often. This is the best way to make these boards increasingly active over time. (As for the culture, that has has proven that it is here to stay).

- Manlobbi

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

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No. of Recommendations: 3

I built a basket of banks, large and small, U.S. and ex-. Many caveats: I'm not a bank analyst. My review of their balance sheets was pretty cursory, mostly looking for real bad stuff hiding in plain sight. These are all small positions and not equally sized. Some could be a lot more exciting (in a bad way) than others. I think a smart person willing to spend some time could probably do better.

ALLY
BAC
BNS
BCH
BSMX
BSBR
CIB
EWBC
HIFS
KRE
SVNLY
XLF (heck, it's 13% Berkshire)

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