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jgyetzer

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  1. Anyone know when Liberty typically posts the investor day presentation to the website?
  2. LILAR. Sucker for a Malone special situation.
  3. Almost all outpatient visits and elective surgeries have been cancelled due to COVID. They’ve had nothing to pay out.
  4. That’s a good point. I suppose it depends on the role it’s intended to serve in a given portfolio.
  5. The comment from AGM that's been on my mind is Buffett's statement that he is managing Berkshire for those that have essentially their entire net worth in the company. At first blush, that mindset seems like a conservative and prudent way of approaching management. The more I think about it though, the more it seems like that perspective might cause paralysis. I mean, how can you make rational decisions if you CANNOT fail. After all - your dear friends, in their old-age, are counting on you to protect their entire fortune! For me, it would be difficult to function with that mindset. Buffett is probably beyond petty fears most of us encounter, but it's something that has been bothering me. For others who do not have 100% of net worth in BRK, does this seem like an issue?
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