Subject: Re: baskin NAV

agree that baskin is promotional, which is why i stated it was unclear who did the actual work for the chart.
10% conglomerate discount is too low for one with almost no chance of seeing a completely independent spin of subs...only a few like warren can get away with that.

i also believe a very large yearly gathering in omaha is a hallmark of promotion. one can find all kinds of overpriced trinkets being sold to a mass with definitive cult-like characteristics. most CEOs are open, or stealth, salesmen. and successful ones have enablers.

that being said, i would strongly consider swapping my BN+BAM clump for BH, depending on relative price:value in the post-warren era.
i can easily see holding BH again as long as i have held BAM (the original).