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Strategies & Market Trends : Value Investing
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To: j g cordes who wrote (15181)8/14/2002 6:48:19 PM
From: Bob Rudd  Read Replies (1) of 78742
 
Jim <<re Buffett's size and influence.. which is it? Are you saying that he has no significant advantage over the man in the street or not?>>I'm saying that if there were an unknown clone of Buffett, with his knowledge and skills, but unhampered by Berkshire's size and whose every move wasn't watched or followed by the markets...who could act relatively anonomously, that Buffet clone would probably outperform Berkshire significantly. In support of this, please consider Buffett's numerous statements that because of Berkshire's size, there's no way an investor should expect future returns and outperformance to mirror the past. Buffett does a great job of offsetting the size disadvantage by using those advantages size and reputation do provide but it's just too tough to find high payoff deals large enough to really move the needle due to Berkshire's size.
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