Post #786 by mungofitch on the US Policy board

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Buffett has made it very clear that he doesn't ok or veto their trades. Either Buffett or t and t changed their opinion.

Be sure to include "changed their opinion of the valuation level" in your definition.
The price went up. It's pretty likely they made a quick billion. Nothing wrong with that.
Sure, a long term compounder is best, but a good solid IRR isn't so bad either.
Maybe it was about a change in perceptions about the future trajectory, but maybe it wasn't ALL about that.

A billion here, a billion there...

Jim

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