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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam   😊 😞
Number: of 12641 
Subject: Re: OT: big companies
Date: 07/20/2023 3:58 PM
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They had their losers, but it really wasn't that hard to figure out a good mix to build a portfolio, from the favorites of TMF at the time.

TMF had several portfolios like Rule Maker and Rule Breaker. One of the portfolios (probably Rule Breakers) was a lot like Saul's is today - made up of companies the Gardners thought would be big winners in the Internet and WWW era. Among their popular picks in those days were IOMEGA & AOL.

You were unusually skilled in picking so many winners and avoiding the big losers. You had very uncommon sense - in the 3 sigma territory.
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