Post #63 by nola622 on the BYD board

Stocks A to Z / Stocks B / BYD (BYDDY)

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Agreed , which makes me wonder, were para and tsm , T and T picks, which Buffett may have overruled ? That would me a very material change of events.

No, I would be shocked if PARA and TSM were not Warren's ideas. I'm sure the three of them discuss companies and probabilities of X and Y and Z endlessly so it is quite possible that it was discussion with Todd or Ted that ultimately tipped the scales on un-doing the TSM position. PARA was probably just a bet that it needed to be sold and the time was coming soon. I always thought sticking CBS back in there made it less clean to sell, but they will have plenty of offers when the time comes.

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