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Strategies & Market Trends : Value Investing

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pak73

To: Paul Senior who wrote (72334)	2/15/2023 10:54:02 AM
From: Spekulatius	2 Recommendations Read Replies (2) of 78659

re CVX - Berkshire actually sold a few shares - ~ 2.4m shares of CVX last quarter. he did add to his Oxy addiction :-). He did dump almost his entire position in TSM after having purchased it the prior quarter. This strikes me as odd. He also got cold feet on ATVI apparently (probably due to regulatory issues that keep dragging on - this was a merger arbitrage play). whalewisdom.com

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