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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: RAS337   😊 😞
Number: of 15061 
Subject: Re: Hosking Partners on BRK, BNSF
Date: 09/26/2023 9:40 AM
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While I appreciate the link and the bit about PSR, it's hard for me to take seriously any individual security analysis from a fund that holds 350 stocks:

The long-dated returns are rightly more difficult to value, but the large number of stocks in the Hosking Partners portfolio (currently in the region of 350) means that single-stock risk can be accommodated more easily.
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