Subject: Re: OT- Guy Spier on Podcast/ limited BRK discussion
He preaches long term buy and hold
but from what I've seen of his 13F he's in and out of positions every few quarters BABA and Brookfield being examples. He also said he would never own Berkshire in a portfolio as it's staid and easy to outperform. I imagine that most Superinvestors don't want to hold BRK as it leads to questions from investors about why they should be invested.