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Strategies & Market Trends : Value Investing
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To: Steve Felix who wrote (51194)3/28/2013 11:45:08 PM
From: Jurgis Bekepuris   of 78702
 
I mostly agree with what Paul Senior wrote in his answer.

One more thing though. As soon as someone invests in BRK (or FRFHF - Fairfax, for that matter), IMHO they cannot claim they are running a "concentrated portfolio". BRK (or FRFHF) is by itself a diversified fund-like entity. So it's like buying a position in SPY or LMVTX and claiming that you run a concentrated portfolio because it's just a single "position".

Now, I don't think Mecham cares about this characterization, but since we are talking about concentrated portfolios... :)

I took a look at some of his past picks. I hold BRK and FRFHF. I think WSO, HEI and PEP are overpriced here. Strangely, I think PEP is cheaper than WSO and HEI while likely having bigger moat.
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