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Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA

The Acquirers Podcast

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Is He a L P, or a Fund?

Munga: Warren Buffett doesn't have three positions. He's got a eexxposere in a massive conglomerate he's got lelo's got more than one position, and cosco is a true one position. Do as i say, not as i do. It's thits cheap leverage,. E fery, concentrated, except in berkshire, which is very diversified, although concentrate its big positions. I'd certain he'd be buying more to day if he had dri powder bed, like g've a little bit on.

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