No. of Recommendations: 3
I know there have been occasional posts about Berkshire's investment in SIRI, but I still don't know what the possible end game is on this one.
From everything I have read about Ted Weschler he is a very thoughtful and patient investor, meaning he does exhaustive research about a company before pulling the trigger, and when he does pull the trigger, he seems to keep buying. I think DaVita would be a good example.
As I type this SIRI is trading at $21.64/share which is on the lower end of its 52-week range with a nice dividend yield of 5%.
Anyone have any thoughts other than they have no idea what Ted is thinking:)
Thanks.
