Manlobbi-

Don't have enough words to express my gratitude for creating these Shrewd message boards. So, i'll leave it at 'thank you.'

I'm a big AAPL ecosystem consumer as well as a shareholder. I've trimmed my position in the past year due to my added indirect exposure through Uncle Warren.

Your mention of BN and GOOG caught my attention.

As an investor with generous position allocations in BN and AAPL, I would love to hear more on your IV/10 thesis behind GOOG (a position I've been building for past 18 months) as well as BN.

BTW...it was your discussion and IV/10 conclusion several years ago that had an impact on my decision to invest in Mr. Flatt and his Brookfield enterprise. So far its worked out reasonably well and I thank you for that. Side note; from my chair, I believe there is a 'stigma' perceived by Mr. Market that keeps BN from going to the moon. I mean, after all it is an earner and a pretty darn consistent one too.

Again, much appreciated for what you've given to us here at Shrewd'm.

Cheers,

m