Jase

Buffett's Financial Bets

He's a smart lad, indeed. But his kindness or soundness of character aren't what one ought to pay attention to in the end. What matters is his judgment. As of late, he's been making more than his fair share of mistakes. Long term investments are oftentimes short-term trades gone awry. In that respect, Buffet has been making a lot of investments of late. I've been short BRK/B since last year, I intend to cover my position at some stage. Oddly, when I do, I'll be going long BRK/B for my children's college fund. "I like buying quality merchandise when it is marked down." I couldn't agree with you more, Warren.

36 Opportunities for the Beginning of the Bull

I share your view regarding most of these. I disagree, however, with your call regarding QCOM. Rather than bank on the mobile chipsets, I'd rather play the terrestrial and mobile backhaul/edge network angle via AKAM. Akamai moves 1/5th of the planet's daily internet traffic--despite continued competition in this space, it's exceedingly undervalued.