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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

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Berkshire's Acquisition of Acdivision?

A war buffet wrote a letter two, a bunch of eritors about the acdivision. He said he boght 80 percent, 85 % of his position in october. Finishing his purchases in november, his average cost was about 77 dollars. H said, to sum up the facts, it was about three months after our manager's first purchase that microsop announced its acquisition proposal,. Of which berkshire had no prior knowledge. The insinuation was that somehow they might have known about this, or something like that.

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