Author Topic: What historical investments of Buffett's would you like to know more about?  (Read 1353 times)

Brett

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Curious, what investments do you think have been insufficiently or poorly covered?


Gregmal

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His neglect of BRK shares for the past couple years while off "elephant hunting"...

CorpRaider

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Personal account investments and performance.

longinvestor

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[quote author=CorpRaider link=topic=17361.msg376733#msg376733 date=1563841835]
Personal account investments and performance.
[/quote]

The intrinsic value as Buffett thought of, at the time of purchase of all wholly owned businesses since 1999. You know, the wonderful business at a fair price. Would like to know how fair is fair! Of course, Buffett is not going to pony up the number. But, can the author walk us back using Owner earning numbers along the way to judgment day? Kinda how Buffett talks about See’s candies.
« Last Edit: July 23, 2019, 08:57:57 AM by longinvestor »

Castanza

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His neglect of BRK shares for the past couple years while off "elephant hunting"...

LOL...laughed way too hard at this. But I concur.

CorpRaider

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That CEF that the SEC made them sell.  Source Capital; the details of the saga and their influence on the fund afterwards (I think it crushed it for a long time but was absorbed into another fund or moved over to like a cigar but Rommick style over the past few years due to retirement of managers or something).