Post #15 by tecmo on the Berkshire Hathaway board

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Thanks tecmo. Are you trimming or taking any action?

No action (yet); but it is tempting to lighten up a bit.

Imagine they will do pretty well over the next decade given their excellent moat, management, people and vision

Confidence in the business is high, but that doesn't mean the stock will provide market beating returns from current valuation levels...

tecmo
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