throw123

couldnt agree more, not that i am able to bring myself to buy costco but the rest of what you are saying...

same

i looked at it years ago but decided against investing in it, your post made me look to see what the stock has done since then but appears not too have done much. It seems to always trade at a discount to NAV as i recall the same bull arguments back then. Also not sure anything in particular pops out to me as showing good management, capital allocation and growth. Ultimately that's what you are buying, is managements ability to allocate capital effectively. Essentially I was on the fence back then but what convinced me not to invest was when i saw Elkann take a helicopter to his Shareholder meeting. I always worry that family run and controlled companies could be used as a piggy bank and that behavior is ripe in Italy.

why?

agree

ally and kmx

I just visited his website. Seems alot of self promotion and not sure why he is publishing some of his buys... Is he legit?

nestle

brkb

googl

kmx

Not retired yet, as i am under 40, with two young kids. I am at about 2.8% if i consider all assets and 3.5% if i consider just cash and shares held in taxable accounts. Thinking to retire in about 5-7 years where cash and shares in the taxable accounts would give a withdrawal of 2pct or less

coat tailed into ally

MKL

i tend to think so as well. I also envisage a lot more buy backs so dont see it as a bad thing for the stock to languish once Charlie and Buffett step down

anyone estimated current book Value?

same 294

the AMG ONE

goog

goog and fb. could be a case of cheaper not necessarily been cheap....

Interesting list. why Jungfraubahn?

amzn

FND

brk.b and Prosus

FB and GOOG