Watched, but as money managers cannot be compared to retail because of the they work, what they say may not suit us in its entirety, their advantages, targets and challenges are different to that of us. They say and do what benefits them.
On a different note, the speaker’s views about Buffett seem unfair or even correct, I don’t think I have come across this before, more so when the speaker is invested in Berkshire Hathaway and has been to Omaha. Even I, a very very miniscule retail participant, got some ideas from Buffett.
I don’t know how to twist data to make my own point, but presenting a selective portion of a large conglomerate like BH, does not reflect or present the entire picture of such an enterprise, the slice may have been part of the pizza but that slice is not the pizza, when that pizza is the costliest of all the listed companies in the world, even I know this.
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