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3min chapter
Berkshire Hathaway Part III
Acquired
Warren Buffet's IBM
Blake: What kind of thesis does he have an i b m? Here's his thesis. This is what he says publicly. He says he has been hit between the eyes by how great i b m is and how strong and defensible its client relationships are. All told, he loses two billion dollars in total. Sells it for like a river, a little over eight billion dollars. But just like the opportunity cost of ten billion dollars of pital in 20 11, you put that into i b m, my god, herod be everthing a bout if you bought any other big tack company andend, you just pick one. You would hae done. Great. Warren
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