Subject: Re: MKL Omaha Brunch notes
I agree with wanting to own BRK over MKL but when you're ridiculously overweight BRK, the whole point is trying to find something else besides it. In the past, I've put $$$ into Fairfax, Markel and QQQE. At this moment, I'm clueless. It's what happens when you get ridiculously lucky with BRK in the first place. You end up so top heavy that you wonder if maybe you should spread some of it around. Always open to ideas.

SD