Author Topic: Semper Augustus letter  (Read 36331 times)

longinvestor

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Charlie

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Re: Semper Augustus letter
« Reply #81 on: February 23, 2019, 04:56:45 AM »
Good warm-up read for the annual letter and great Berkshire analysis.  :)


DooDiligence

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Re: Semper Augustus letter
« Reply #82 on: February 23, 2019, 08:17:57 AM »
Outstanding analysis (the parts I'm able to comprehend) & the writing style is off the charts.

I think we may also be in tune with regards to musical tastes.

Here's to hoping Berkshires equity price falls off a cliff on Monday!
Healthcare 38.8% - BBH CVS DVA EW NVO // BRK.B - 20.5% // Media & Communication 12.4% - CHTR DIS

Drinkers & Smokers 12.3% - ABEV MO // Auto's & Oil 13.9% - CLB GPC VDE // Tech & Comms 2.0% - AAPL

%'s held @ MV 03/15/2019 minus $$$

i trumpet my ignorance

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