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

To: petal who wrote (72358)	2/17/2023 1:08:40 PM
From: Spekulatius	3 Recommendations Recommended By Lance Bredvold pak73 petal Respond to of 78659

He" may be Ted or Todd these days too, no? Could be. I think the holding is rather large to be T&T - 60M shares bought for ~$68 = ~$4B. I think it could have been a large trade by T&T or both. Also, don't forget that these guys are talking to each other. CVX was a small position in late 2020 that was subsequently sold in early 2021. then came the Buffet whale and bought a huge position. So I think the earlier buys were T&T and the later one has to be Buffett due to the size. the very recent sale could be T&T selling their position. We only know the summary of the portfolio, not who is doing what. if the buy is above $10B, it's Buffett for sure.