Subject: Re: Reason why Brk outperformed SPX YTD
It's hard to imagine Warren won't be phoning it in, saying the equivalent of: "Now boy! Go get em"

Mr B has a knack for thinking of things that other people aren't thinking about--obvious in hindsight. The sogo shosha play is a prime example. Maybe he'll have a bit more time to just think, perhaps in the tub. So the call may be as simple as, "Hi Greg, have you ever looked at [insert improbable business] before?"

One call like that can make a fortune, if the call is placed to someone with the capital to make it happen.

Jim