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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: akoni-1 who wrote (35501)11/28/2000 4:09:12 AM
From: Paul Senior  Respond to of 54805
 
akon-1. I'd say that Mr. Buffett is more diversified and maybe more short term than he lets on. (Example his quick buy and sell of Bell Industries and then coming back into it recently.) Also, their (Berkshire) concentration gives some semblance of owner control. Even with Berkshire's owning only 1% - lot of times it's much higher - I'd guess no management would refuse to listen to Mr. Buffett when/if he calls with a "suggestion".