No. of Recommendations: 1
DVA is Ted's baby. He apparently has spent years studying the company and committed a considerable amount of capital (everything being relative) to buying DVA shares.
To me, the frustrating thing is that we - as owners of BRK - should be able to ask Ted @ the annual meeting his thesis on investing in DVA but such things are not allowed, unfortunately.
Does anyone have any idea how DVA has performed since TW has owned it? I thought I remember reading something a few years ago that it hasn't been anything special, certainly no home run.
