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Lisa » Comments » BRK.A

  • Berkshire Hathaway: At a Good Buying Opportunity [View article]
    "You gain access to Warren Buffett's stock selection ability at a very low cost." The cost is priced in to the stock, and you're really paying up for it.
    Jul 04 07:11 am |Rating: 0 0 |Link to Comment
  • Buffett's Strange Bet [View article]
    Protégé Partners LLC is a fund of funds. That means that in addition to the fixed % fee and success fee you pay the underlying hedge funds, there's also a fee layered on top of that by the fund of funds. The article says that Protege charges 1% for its funds of funds. Because the fund of funds might generate positive returns overall even when some of the underlying funds don't, that means that the extra layer of fees generates a significant additional drag.

    In other words, Buffett is specifically betting against a fund of funds, because of the double layer of fees.

    It would be great if there as a fund of funds ETFs that we could short as a pair trade with SPY.
    Jun 10 02:48 am |Rating: 0 0 |Link to Comment
  • Barron's Pans Berkshire [View article]
    I'd love to see Whitney Tilson's response to this: he's a big fan of the stock, and owns it in his funds.
    Dec 16 09:30 am |Rating: 0 0 |Link to Comment
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