EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Focused Compounding
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Is This a Vanguard S P Y Position?
Berkshire doesn't run things like a fund, where it's trying to have zero % cash. I don't know if these are accidental type things that they are holding for a time because of something else. Most stuff below that, i'm not even sure if it's really d by the company,. Some of them were big positions that berkshire had. But why would they have almost none of it still owned?
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