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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Halls of Shrewd'm / US Policy
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Author: Knighted ✧  😊 😞
Number: of 86252 
Subject: Re: Non-US shares with management you trust
Date: 09/10/26 8:54 AM
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My long term plan is to own only two or three individual stocks, and this is one of them.

Thanks for sharing about Investor AB - that's an interesting option I wasn't aware of.

Just curious — have you decided what the other one or two stocks would be?

Also, if you were choosing between just Berkshire and Investor AB for the lion's share of your portfolio today, based only on expected forward returns and level of confidence in obtaining them, which would you choose? (Your decision to divest from the U.S. aside)
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Members reply directly to Knighted here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 589 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
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