Subject: Re: OT: Graham Holdings
"Graham Holdings is old school by today's Mag7 perspective, but I tend to be drawn to old school value. Any opinions?"

I've held it for years. It has done very well. Very disciplined management and a good collection of well-run, profitable businesses. Like BRK, not much synergy among the businesses themselves; but management uses the profits wisely to build value for the shareholders over time. Like BRK, it's controlled by owners who think long-term because it is their own family wealth. Another one I'm happy to hold for a long time.

abromber