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TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
We Study Billionaires - The Investor’s Podcast Network
Buffett's Perspective on the Stock Portfolio
The Berkshire's overall stock portfolio was up 10 or 11% as we've tried to reconcile them. The concentration has always been in handful of companies, including Apple and Coca-Cola. Buffett says he doesn't know if the stocks are individually or collectively expensive. But then you also comment on a few of the stocks and I would say that perhaps your statement is a bit humble.
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