No. of Recommendations: 10
Always lovely to see you posting your report here iluvbabyb.
There is something special about hearing from someone that has owned Berkshire since the 1990s.
My only thought on Q2, is that Buffett continues to surprise and shock the investment community with his moves. Patience and aggression. The news this weekend feels like only half the story, yet to unfold…
Looking a your largest holdings and how they have done in recent decades (Microsoft, Berkshire, Alphabet, Apple, Johnson & Johnson et.al.) you have clearly listened carefully to Warren and Charlie over the decades and I’m sure you have enjoyed making your clients a lot of money, whilst taking little risk. Well played.