pretty wild if accurate



acquired.fm - Years of acquired with michael lewis

Michael Lewis on
@AcquiredFM
says he bought Berkshire shares in 2008.

Then as Lewis is writing his SBF book, he has a discussion with a publicist who knew Buffett.

Exchange goes something like this:

Publicist: "Warren wants to know if you’re the Michael Lewis that bought shares in 2008. Warren says that's the cheapest P/B anyone paid in years."

Lewis: "Yeah, that's me."

Publicist: "So you are the Michael Lewis that sold shares 2 years ago and 4 years ago?"

Lewis: "Yeah that's me."

Publicist: "Warren would like to know why you sold..."

Unbelievable.

Buffett - in his 80's or 90's at this point - is studying the shareholder registry and has recall of immaterial buying/selling over a ~10-15 year period.

Lowenstein shared a similar story in his biography about Buffett having an intimate understanding of tiny shareholders in Berkshire - but that was decades earlier.

Just unbelievable the guy would be so dialed in this late in life.

One of one.