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HeadOfLeverage

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  1. Ah, thank you for the reply . To me, the pharma basket feels like the prime candidate then. He definitely understands the oil business and its related capital cycle, except for the big unknown in where the oil price is going. But I highly doubt that he has analyzed the drug research pipeline of all those huge companies on a detailed level (would it even help for a layman?) just to put a few billion to work.
  2. If I remember correctly he referred to the amount as $50B? So it probably includes a lot of positions where the buying is not his typical buy until it makes a difference for BRK (Apple, BAC, etc) or the position size is as big as it can get given he doesn't want BRK to be a bigger owner (banks other than BAC, airlines, etc). So my guess is that it refers to several of the smaller positions which are not bought by Ted and Todd like Verizon, Chevron, pharma basket, Japanese basket.
  3. Thank you for your answer. I had missed that comment from the LILA call and never seen Ramos talk about any of their latam markets as non-strategic. Sounds to me like a deal is almost guaranteed to be done.
  4. In the risk section of the annual report, under Technical transformation and convergence, they say "With fixed and mobile businesses in each of our strategic markets". Do you think this means that Costa Rica is not considered strategic? Or am I reading too much into it?
  5. That would be something. Imagine Millicom SPAC'ing Tigo Money / Tigo Pay.
  6. The report looks quite conservative both on the deleveraging after covid and the revenue/ebitda growth in my opinion. I have a hard time believing that they won't try to reach their goals for homes passed etc. But I guess you can't publish a report with a target price too far from the current price.
  7. Hi :) I think that counting all of the retained earnings is just slightly aggressive, since Buffett most likely wouldn't own the same companies if he didn't have to pay taxes when selling them. But I think that giving them credit for deploying so much of the cash pile is quite aggressive given the historic cash to float ratio.
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