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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (2942)11/26/2001 1:28:50 PM
From: Bob Rudd  Read Replies (2) of 4690
 
Tough to know what's really going on and dependence on management is sort of universal [Great interview on this: thestreet.com], but I definitely find insurance more of a 'black box' than the rest too. I think buying when the industry is out of favor and selling when it's loved works but I pulled away from even BRK in this recent 911 incident. There's risk there that can't be quantified. Based on his recent letter, I'm not sure what the Bull case is based on. I'm waiting for those that bailed on BRK 2 years ago to repeat.
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