Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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The Effects of Merger Arbitrage on Shareholders
There's almost like 10 positions that are too small to matter. Ted and Todd are probably pretty concentrated with most of their positions. So, for some reason, they have some very small positions. The big ones, like you said, reduced Chevron. About 19% added to Occidental. Reduced Activision,. 6.22% added to HP, Inc. Other big ones, reduced GM by 20% reduced McKesson Corp.
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