No. of Recommendations: 16
pretty wild if accurate
https://www.acquired.fm/episodes/10-years-of-acqui...Michael Lewis on
@AcquiredFM
says he bought Berkshire shares in 2008.
Then as Lewis is writing his SBF book, he has a discussion with a publicist who knew Buffett.
Exchange goes something like this:
Publicist: "Warren wants to know if you’re the Michael Lewis that bought shares in 2008. Warren says that's the cheapest P/B anyone paid in years."
Lewis: "Yeah, that's me."
Publicist: "So you are the Michael Lewis that sold shares 2 years ago and 4 years ago?"
Lewis: "Yeah that's me."
Publicist: "Warren would like to know why you sold..."
Unbelievable.
Buffett - in his 80's or 90's at this point - is studying the shareholder registry and has recall of immaterial buying/selling over a ~10-15 year period.
Lowenstein shared a similar story in his biography about Buffett having an intimate understanding of tiny shareholders in Berkshire - but that was decades earlier.
Just unbelievable the guy would be so dialed in this late in life.
One of one.
