Let Warren Buffett Handle Your Portfolio [View article]
This seems a bit sloppy to me. Did the comparison take into account the purchase delay in buying something after WB has actually filed a 13F?What about the losers he has bought and dumped ? What about the winners he no longer owns? What about the investments he makes that are just not available to the rest of us? What about the insurance company nature of his capital base? What about the wholely-owned businesses? What about the variances in capital allocation?
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This seems a bit sloppy to me. Did the comparison take into account the purchase delay in buying something after WB has actually filed a 13F?What about the losers he has bought and dumped ? What about the winners he no longer owns? What about the investments he makes that are just not available to the rest of us? What about the insurance company nature of his capital base? What about the wholely-owned businesses? What about the variances in capital allocation?
Dec 19 11:48 am
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