Post #200 by hedgehog444 on the Berkshire Hathaway board

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No. of Recommendations: 5

I would second the nomination for GOOGL. It is hard to imagine a more 'moaty' company. And it is sufficiently orthogonal to Berkshire that it shouldn't see the systemic problems that another insurance company might see in parallel with Berkshire.

My other big holding is Costco. It never looks cheap but seems to do really well over longer periods. Has pulled back from its high so less expensive than recently.
Rgds,
HH/Sean

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