Post #537 by nola622 on the Berkshire Hathaway board

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

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Munger and Lu turned Buffett on to byb , it's definitely Buffetts trade. It's up big, Buffett might see margin pressure and more competition ahead. My guess is he continues to sell but we shall see.

Munger and Li Lu tried to convince Buffett and he instead sent David Sokol to China to check it out and make the decision, which is why the investment was made inside partially-owned MidAmerican Energy Holdings company and not at Berkshire.

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