Again, an unpopular view of Bloomstan, but one followers might at least want to consider. David Rolfe and Wedgewood were marketing using the same theme that the S and P was over-valued Berk far undervalued, and he did this for quite a few years up until 2018-2019 or so.

Wolfe's assets under management had been falling the entire time he was marketing using Berkshire. He got the message and dumped Berkshire and he went 180 degrees and condemned Buffett personally to living hell. From sugar to chit in one quarter or so, mad as you-know-what because assets under management had gone from 7 bil to 1 bil.

Watch closely people! Watch Bloomstan's assets under management. While many of you will quote him and praise him and think he's a Berkshire man all the way, I'll simply say he's marketing himself using Berkshire.

Will he Tilson it? Will he Rolfe it? Will he bail if the marketing fails?

The theme of Berkshire outperforming the S and P is a couple decades stale now. So does that mean dealraker isn't a Berkshire man? Heck no, I too think Berkshire should outperform the S and P. But by Chris' huge amount?

People...the man is marketing himself using Berkshire. The prolific writing? Good writers are not necessarily good investors and Bloomstran is certainly in the category.

I get a little queezy when people are ramped up on Berkshire because of these superb marketers. Again whether Bloomstran continues his chant depends on his asset growth or demise. That is the game played here.

I'm a long time Berkshire forum poster and I do not oppose Manlobbi or Jim! Quite the opposite. Happy to see Manlobbi step back up with the steadfast! Hope Jim goes places other than just KMX and DG!