Subject: Re: What are you buying atm?
Berkshire Alibabs Tencent Prosus Alphabet Disney Intel Asos
Blackswanny, thanks for posting your holdings, but the list itself doesn't provide any insight. Also please label the post 'OT:', or include something in relation to the Berkshire Hathaway business also (and not just the ticker symbol).
Can you also write about why you are holding each one (or even one or two)? It can even be genuinely interesting to know your one sentence summary of what the merits of each investment (as starting point). Especially Asos and Prosus, many won't be familiar, so any introduction about those would be good especially.
- Manlobbi