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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: EVBigMacMeal ✸  😊 😞
Number: of 22989 
Subject: Smead Capital Mangement
Date: 06/11/24 10:29 AM
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No. of Recommendations: 8
There is a great webcast on these guys website - Q1 2024 - that many of you will enjoy if you haven’t watched already. These guys are living and breathing the Buffett Munger way.

Highlights:
They look at Pandora. A high return on capital. Lowest cost producer of jewellery. A very solid Buffett/Munger type investment.

They do a great zoom out on the market valuation and psychology. Very Buffett like approach. Full of facts and figures covering 1929, the 70s, .com etc.

They own Oxy and argue that oil will massively outperform the current hot AI segments of the market.

Very entertaining and candid presentations and IMHO spot on.

PS good to see Berkshire trimming Apple and continuing to buy Oxy and hold a bucket load of cash

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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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