Subject: new stock position
Over the past 3 months I have been building a position in NNI. I think this is a company that could be a forever holding. Start with the annual report and while reading it you might think it was written by a CEO who had previously worked with both Warren and Charlie. What is extremely interesting is that NNI has a 23% ownership in privately owned HUDL. HUDL is likely to do an IPO within the next few years. I think that within 3-5 years NNI could easily be a $200 stock. It is my 5th largest position and I own only 5 stocks with the others being BRK.B, UBER, KMI, and C.