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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (41428)9/7/2011 6:59:34 PM
From: Jurgis Bekepuris  Read Replies (2) of 78704
 
People here buying BRK, but nobody cares about 13Fs anymore... The last two came and went without any mention on this board. Well, like I said, they are now very sleep inducing.

So does anybody care what Buffett (or his new investment manager haha) bought in Q2/2011?

Dollar General - pretty sure this is new guy's investment - small position.
MA - doubled position. This might be Buffett himself.
WFC - very minor increase. Obviously Buffett.

VRSK is finally in 13F. Not sure why it did not appear earlier, but I am pretty sure it's not a new position.

That's it folks. Time to switch off the light. ;)

Disclosure: Small positions in BRK and MA. I should have bought more MA though... :)
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