No. of Recommendations: 4
So Monhish has slightly underperformed the market since beginnning to manage money for others according to those over on the COBF baord who have dug into his performance. As with others who seem to grab on to Berkshire for marketing, what's the attraction?
I hear T&T have underperformed as well. Heck, even Warren has underperformed. The fact that Bruce Flatt has underperformed is all that matters here. Looking at his underperformance, and situating it in the context of the run on all things financial as well as the run on commercial real estate, I can see BN being decently priced if you assume the fear is overdone.
If I wasn't overweight BN and BAM, I'd be a buyer here.
