Guest 50centdollars Posted June 17, 2014 Share Posted June 17, 2014 Cheers2013+-+Annual+Report.pdf2014-+Transcript+of+May14+Annual+meeting.pdf Link to comment Share on other sites More sharing options...
randomep Posted June 18, 2014 Share Posted June 18, 2014 Thanks, I saw their charts, that is a sickening ride, more than a decade's outperformance gone in the financial crisis, he was down 60% in 2008-2009! I commend him sticking with it. Link to comment Share on other sites More sharing options...
phil_Buffett Posted June 18, 2014 Share Posted June 18, 2014 Cheers thanks :) Link to comment Share on other sites More sharing options...
Guest 50centdollars Posted June 18, 2014 Share Posted June 18, 2014 Anyone have an opinion on his 3 AG cos picks? Link to comment Share on other sites More sharing options...
mcliu Posted June 18, 2014 Share Posted June 18, 2014 I have a small position in Village Farms. The company should do well if tomato prices hold steady and they get their damaged greenhouses online. Link to comment Share on other sites More sharing options...
Guest 50centdollars Posted June 21, 2014 Share Posted June 21, 2014 hey Parsad, Do you know what Tim's top holdings are as mentioned on one of his slides? It's blurry and I can't make them all out from the transcript. Cheers, Link to comment Share on other sites More sharing options...
phil_Buffett Posted June 21, 2014 Share Posted June 21, 2014 hey Parsad, Do you know what Tim's top holdings are as mentioned on one of his slides? It's blurry and I can't make them all out from the transcript. Cheers, as much as i know he has EGI Financial Holdings, RHJ International, Glacier Media, Blackberry, Voya Financial as one of his Holdings right now Link to comment Share on other sites More sharing options...
Guest 50centdollars Posted June 21, 2014 Share Posted June 21, 2014 He also owns the 4 he talked about: lwp, mbc, vff and the us stock. So that's 9 of 10 Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now