luck

nice letter! was cool to learn about crus. i am long with you on bac, aig, brk.b, luk. unfortunately, i bought luk near 40, so it's going to be a march back for me on that one. curious about your position in wfc. did you buy it far earlier. noticed buffett bought near today's price. do you think it's a buy at today's price? thanks in advance and happy new year!

bac, gm, aig. looking into chk as a potential buy.

i moved to a burb in the bay area, california due to young kids after living in nyc ten years and my investment decisions have been pretty good since then. i blundered on a few small caps without a clear value thesis while there. not sure i should blame the city for my mishaps though, but there's definitely something to be said for templeton's quote.

wow eric, fantastic results! wondering if you had to pick maybe five to ten equities - which ones you'd pick in the current environment? from reading your previous posts, i believe you're bullish on bac, aig, mbia, and dell - but not sure if still. thanks in advance. keep on rocking.