Author Topic: OID  (Read 1686 times)

Crip1

  • Lifetime Member
  • Sr. Member
  • *****
  • Posts: 408
OID
« on: April 04, 2009, 06:33:13 AM »
Has anyone received the most recent OID? I've gotten through about a quarter of it and wanted to see if any one else was as impressed as much as I am.

-Crip


Mungerville

  • Lifetime Member
  • Full Member
  • *****
  • Posts: 206
Re: OID
« Reply #1 on: April 04, 2009, 08:09:37 AM »
I am impressed by Grantham and Klarman but not by the rest of them: the others' stock ideas look good rather than great.  I did not see a better idea that ORH where I have 50% of my money.

omagh

  • Lifetime Member
  • Sr. Member
  • *****
  • Posts: 337
Re: OID
« Reply #2 on: April 04, 2009, 11:36:49 AM »
M'ville,

I have a portfolio chunk in ORH and certainly not adverse to making substantial bets.  I'm curious about the case to put a half-portfolio weight into ORH?  ORH is a fine company, their investment advisor (Hamblin-Watsa) is excellent.  What makes this a 50% vs 20% portfolio weight?  Not challenging, just curious.

-O
I am impressed by Grantham and Klarman but not by the rest of them: the others' stock ideas look good rather than great.  I did not see a better idea that ORH where I have 50% of my money.