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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (62916)	11/24/2019 6:20:03 PM
From: Paul Senior	Read Replies (1) of 78957

Have sold almost all of my BRKB in recent stock rise. I am viewing the stock now as a trading vehicle (buy again on dips). After holding LBTYA for several years, I decided I don't understand what I own, and I recently closed my position. I see Seth Klarman has made it his biggest position in his public portfolio (a $1B investment apparently), and he and that bet are not to be dismissed. And of course you have Malone managing LBTYA, and that's a big positive too imo. I just decided LBTYA is going to have be one of those stocks that will rise without me.

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