Post #8907 by hclasvegas on the Mechanical Investing board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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" Do we really know what Ted/Todd have contributed to Berkshire? Was Ted really the reason Warren bought Apple? We don’t really know what they have contributed behind the scenes. It’s all conjecture."

Ted was a seller of apple when Buffett became an aggressive buyer. Early on Buffett disclosed how T and T were doing managing our money. Once they started to lag the index, Buffett decided to no longer disclose the info. Selective disclosure is never a great idea. All we knew with certainty is that T and T have lagged the index, Buffett will not disclose by how much. I think failure to disclose is always a mistake, just my opinion.

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