One longtime Berkshire (BRK.B) owner suggests big cuts in the company's consumer name holdings...

One longtime Berkshire (BRK.B) owner suggests big cuts in the company's consumer name holdings means a passing of the torch is nearer as the capital could be getting allocated to new PMs Todd Combs and Ted Weschler. A nice theory says, Martin Sosnoff, but he believes Buffett could be loading the elephant gun for another major acquisition a la Burlington Northern.

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Comments (5)
  • wmc-boston
    , contributor
    Comments (19) | Send Message
    Lubrizol at an 'all cash' of approximately $9.7 billion, including approximately $0.7 billion in net debt seems bigger than whatever happened at BNSF.
    16 Aug 2012, 03:59 PM Reply Like
  • wmc-boston
    , contributor
    Comments (19) | Send Message


    BNSF was ~$44B ... My comment was a mis-take on what transpired.
    17 Aug 2012, 04:08 PM Reply Like
  • samithree
    , contributor
    Comments (38) | Send Message
    We can "guess" all we want about what the portfolio moves mean but will most likely still be surprised at the ultimate move. Part of the fun of watching Mr. Buffet and company.
    16 Aug 2012, 06:14 PM Reply Like
  • 27mar38
    , contributor
    Comments (40) | Send Message
    17 Aug 2012, 10:29 AM Reply Like
  • dividend_growth
    , contributor
    Comments (2895) | Send Message
    BNSF acquisition was one brilliant move.


    If UNP is any guide, BNSF would have doubled since early 2010.
    20 Aug 2012, 02:06 AM Reply Like
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