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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (30050)	2/15/2008 11:57:14 AM
From: E_K_S	Read Replies (1) of 78774

Hi Jurgis - Buffet's Tesco investment first came to my attention in his letter to shareholders in March 2007 when he announced that Berkshire started a position at the end of 2006 valued at $1.82 Billion. He added to the position in 2007 with two additional purchases that brought his position up to $4 Billion. These holdings were not detailed in any of his 13G filings when I scanned Berkshire's insider holdings (http://holdings.nasdaq.com/asp/OwnerPortfolio.asp?FormType=OwnerPortfolio&CIK=0001067983&HolderName=BERKSHIRE+HATHAWAY+INC) I do not know why it is not on the insider holding report. Perhaps it has something to do with Tesco being a foreign company. Notice that in his most recent filing he added to holdings in U.S. Bancorp (USB), Burlington Northern Santa Fe , Carmax (KMX), Wells Fargo & Co. (WFC), and trimmed stakes in Ameriprise (AMP) and Iron Mountain (IRM). I plan to watch Kraft as his recent buy represents a pretty large stake (8.6%) and he probably sees some "hidden" value in the company not obvious in the balance sheet. EKS

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