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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: DTB   😊 😞
Number: of 12536 
Subject: Re: Group portfolio update
Date: 11/15/2024 9:09 PM
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No. of Recommendations: 4
DTBoojum, who picked both of the top two performers, Meta Platforms and Progressive, as well as Berkshire Hathaway and Apple.


Actually, I was wary of Apple, which I held indirectly through Berkshire, thinking it was not a very safe pick for a long-term hold, so I can't take any credit for how well it's done in the last 2 1/4 years. Although actually it has underperformed Berkshire and the S&P 500.

rr12345: The world’s best stock picker seems to be going with Occidental, Apple and Berkshire Hathaway. I think I would choose Google, Microsoft and Taiwan Semiconductor. The smart money would bet on Buffett.

me: Since I aspire to be smart money, I am also going to bet on Berkshire. But if Berkshire didn’t exist, or if I had to choose between Occidental, Apple, GEICO and BNSF vs Google, Microsoft and TSM, I would go for your picks. To which I would add Meta and Progressive, since Progressive is eating GEICO’s lunch, and from the current price, Meta may have pretty good returns, in addition to being predictably great.I am very glad that Buffett has pruned this one way back.


https://discussion.fool.com/t/ot-highest-return/73...


I can't believe I didn't suggest by far my biggest holding, Fairfax, which has more than doubled, $516 on August 8th 2022 and now $1359. But maybe it has to be US-listed stocks. Anyways, thanks for following this motley collection of favourites of the former Fool board (does anyone go there any more?)

DTB
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