racemize Posted November 15, 2012 Share Posted November 15, 2012 here's the dataroma link: http://www.dataroma.com/m/holdings.php?m=brk Link to comment Share on other sites More sharing options...
Yours Truly Posted November 15, 2012 Share Posted November 15, 2012 Looks like Ted is still loading up on DTV and DVA.. i'm assuming the majority of the buy/sells are Todd's doing Link to comment Share on other sites More sharing options...
FrankArabia Posted November 15, 2012 Share Posted November 15, 2012 what about Munger? what da heck is he doing these days? Link to comment Share on other sites More sharing options...
jay21 Posted November 25, 2012 Share Posted November 25, 2012 what about Munger? what da heck is he doing these days? Does anyone know which picks in BRK's history have been Munger's? Link to comment Share on other sites More sharing options...
racemize Posted November 25, 2012 Author Share Posted November 25, 2012 don't they talk about everything anyway? Seems like it's either buffett or buffett/munger every time. Link to comment Share on other sites More sharing options...
jay21 Posted November 25, 2012 Share Posted November 25, 2012 I thought Buffet said they do not communicate what each is buying. Link to comment Share on other sites More sharing options...
twacowfca Posted November 25, 2012 Share Posted November 25, 2012 what about Munger? what da heck is he doing these days? Does anyone know which picks in BRK's history have been Munger's? BYD has been the only apparent Munger pick in recent years. If you go back and read the WESCO shareholders letters, you'll find that Charlie generally bought the pick of the litter stocks that Warren bought. The inevitables. Warren credits Charlie with getting him focused on buying better businesses rather than balance sheet bargains. Warren has done very little stock picking recently other than increasing the holding in a favorite company. IBM is only sort of an exception, because Warren and, before him, Benjamin studied it for a combined total of 98 years since Graham worked with their earlier tabulating machines and invented some of the sorting routines that eventually became part of the programs for computers. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 26, 2012 Share Posted November 26, 2012 PG, Kraft, JNJ, USB and COP are probably all Buffett reductions. Link to comment Share on other sites More sharing options...
benchmark Posted November 26, 2012 Share Posted November 26, 2012 PG, Kraft, JNJ, USB and COP are probably all Buffett reductions. I'm surprised that he trimmed USB, which I thought is similar to WFC, which he added Link to comment Share on other sites More sharing options...
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