No. of Recommendations: 8
Warren initiated the GOOG position
good to see.
Merits of the investment aside, I am struggling to understand why it's a good thing that Warren initiated the position, if that is in fact what happened.
How will Greg have conviction in the position if Warren initiated it? Weren't all Todd Combs' positions sold after he left because nobody else had any conviction in them? How is this any different?
It's fine for Warren to provide guidance and counsel when asked by Greg. But if it's true that Warren is still initiating/leading investment decisions, I think he is doing Greg and everyone else a disservice and undermining confidence. Please correct me if I am wrong. I want to increase by confidence in Greg, but this bit of news, if true, is not helping.
