Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
The Meb Faber Show - Better Investing
A Brief History of Berkshire Stocks
Warren buffit had the high class problem of having had so much success as a stock picker. He wound up picking up a giant bond portfolio, diversifying berkshire's concentrated stock portfolio to where stocks drawt from a hundred and 15 % a bok down to 69 % a book. By then, under jack welch, they'd taken two thirds of the business and bought up all the various reinsurance operations and finance businesses,. They had a lot of off balance sheet liabilities. And i was able to liquidate the vast majority of that portfolio, 90 % of the g e.
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