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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (16733)4/2/2003 10:15:35 AM
From: Jurgis Bekepuris  Respond to of 78517
 
"Bet with the master" - yes? And maybe you will tell how to do this? How about comprehensive analysis of BRK? Somehow in my calculations it does not offer the same potential return as CMH, which in rosy scenario could have offered about 17% annualized ROI (I don't own either). And CMH will not increase BRKs return since it is only 2% of BRK.

But then I don't understand BRK, so what do I know.

Jurgis - takeunder by any other name...is smart business



To: Larry S. who wrote (16733)4/6/2003 5:23:32 PM
From: Allen Furlan  Read Replies (1) | Respond to of 78517
 
FWIW, Boulder funds(2) have over 30% in Berkshire Hathway. They suffered from losses on really BAD bond investments but if you review current portfolio it looks like one that Paul Senior would put together. Both funds are closed end and discounted by about 12%.


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