Subject: Re: In progress observations
Tilsons take on Berkshire ,

“This combination leads me to believe that Berkshire's stock is highly likely to beat the S&P 500 over the next five years, perhaps by a margin of two to three percentage points. So if the S&P 500 compounds at 5%, I would expect Berkshire to do roughly 7% to 8% – with a bias toward the upside.”


In the piece Tilson writes:
Today, assuming the funds are in a tax-free retirement account, I would trim the two S&P 500 funds by 10% and add a 20% Berkshire stock position. This would result in a 30/30/20/20 allocation.

30% SPY
30% RSP
20% BRK
20% "International Fund"

He believes Berkshire's stock is highly likely to beat the S&P 500, yet has *a lot* more allocated to the S&P500.