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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

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Is He Just Sold Out of Oli Baba?

This is typically what his 13 eff looks like. Yutch berkshire, noto ally financial and for awhile y winnebago industries. I wonder when he sold out of n vr. Donno. Thre staks bu lor, ye. That's why. This is, like, everyone always uses monesh actually is like an example of, yes, e's rich enough. And is actually, mean, how much of it's in india and overseas? Yes. He's pro sold al baba to buy ten cents indirectly through another vehicle that exists that owns a ten cent stake. E probably did, but i don't know that. So it makes

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