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To: Ian@SI who wrote (6987)7/20/1999 9:51:00 AM
From: Allan Harris  Read Replies (1) | Respond to of 15132
 
I believe he also mentioned that they're primarily small and mid cap stocks.....which is another problem Buffett has

Berkshire shares have lagged the market for over two years and are basically flat for the past twelve months. O'Shaugnessy has been part of a six "guru" stock contest at MSN for the past year and he performed so poorly that MSN replaced him this month with Bert Dohman. Even the Option guy beat O'Shaugnessy. Did Buffet and O'Shaugnessy have anything in common during this period, other then fame and poor performance? How about not a single share of MSFT, nor any vision into technology or communications.

A



To: Ian@SI who wrote (6987)7/21/1999 2:27:00 AM
From: JF Quinnelly  Read Replies (1) | Respond to of 15132
 
Buffett doesn't just buy large cap stocks. Sometimes he will buy an entire small firm, See's Candy for example. Berkshire-Hathaway has a lot more leeway than a mutual fund. He never has to concern himself with redemptions, which is one worry that keeps mutual fund managers in liquid large caps.


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