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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Blackswanny   😊 😞
Number: of 22989 
Subject: Re: Meanwhile Back at The Ranch
Date: 05/13/24 2:14 AM
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Todd and Tedd will continue to run their own portfolios I think in a small way...however hopefully efforts will be concentrated on Apple type investments between the three of them that move he needle.

As we know WEB wants to focus on USA still so if I was in their position I'd draw up a list of the top 50 companies where a meaningful position could be taken and the criteria fit, moats etc and then review that watchlist regularly.

A meaningful position could be 5bn into a 30bn cap company or 50bn into a 1trn cap with a view to doubling your money (15%pa) over a 5 year horizon as the min hurdle rate.

T&T advising on intrinsic values / Outlook and Greg having final say and pressing the button

I don't think they need to do anything exceptionally clever or spectacular to achieve decent returns.

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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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