Subject: Re: PayTM sold
“And in Berkshire's case, they have so much money that their investment possibilities are very narrow, and very picked over.

Perhaps Berkshire has to try to win in other ways?”

Size is indeed an anchor and opportunities slim for huge positions, but I think T&T will do fine in their growing roles. I trust WEB & CTM who hand picked them and have worked alongside them for a dozen years. Their Apple idea and influence on WEB and subsequent gains have been legendary. Their contributions and commitment to BRK go well beyond whether they manage to beat the index by a point or two long-term imo.