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Strategies & Market Trends : Are there others like Buffett? (Berkshire Hathaway, BRKA) -- Ignore unavailable to you. Want to Upgrade?

To: Fredman who wrote (8)1/17/1999 10:44:00 AM
From: Bruce McGaughey  Respond to of 11
 
Legg Mason Value Trust (LMVTX)
Think about this one as a proxy for Berkshire Hathaway.
In fact BRK is a component of LMVTX, by way of the General Re deal.
William Miller runs this 6 Bil ship like Buffett.
He buys monopolies at bargain prices and then holds forever.
He's more computer-oriented than Buffett, too.
Here are the top holdings:
DELL,AOL,FNM,CPQ,CMB,C,MO WCOM,STK,BRK,KRB,KR,AMGN.
LMVTX has averaged 19.7% a year for 15 years.
Gains for the last 3 years have been more spectacular since
DELL,AOL, and CPQ have caught fire.



To: Fredman who wrote (8)1/25/1999 2:17:00 PM
From: wzuellig  Read Replies (1) | Respond to of 11
 
As Buffett said: Ignore Mr. Market and you'll do fine. That's what some of us should do - perhaps except in Techstocks - or may be as well?


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