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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9960)2/14/2000 11:41:00 PM
From: cfimx  Read Replies (1) of 78666
 
Paul I just wanted to remind everyone that Louis Simpson runs a portfolio for GEICO and ALL of these could be his, in fact I would be surprised if they weren't ALL his. Buffet has a "hands off" relationship with Simpson and often isn't even familiar or hasn't studied the companies Simpson likes. We may never find out really who bought what. I think the safe way to approach it is "Berkshire" did this...and not attribute it to Buffet.

PS:They are BOTH outstanding in their own right and are worth studying!
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