Post #11344 by DTB on the Berkshire Hathaway board

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

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No. of Recommendations: 5

I don't know if Bill Ackman picks good stocks or bad, but if you wanted to get his returns, you can buy those eight or 10 positions yourself with no expense pressure.

BN HLT CMG QSR HHH NKR CP GOOG in roughly equal proportion will cover > 90% of his portfolio.

Yes, certainly, but it's a moving target. I actually don't think there's anything so great about those picks, but once every couple of years, Ackman pulls a rabbit out of his hat and makes a few billion for his shareholders with some well-placed derivative bet or buying something that he can fix, and whose stock price jumps once we know he has bought it. Definitely NOT the Buffett model, by the way, but there's more than one way to skin a cat.

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