Mdsoup

I’m a huge fan of Akre historically, but he hasn’t had an active role in investment management since the end of 2020 when he retired. Succession has also been an issue for his firm in recent years after he retired, FWIW.

Looking at your handle, Charlie, I couldn’t help but wonder if your “old Graham-school money manager” was Bill Ruane, friend of Warren’s and founder of the Sequoia fund. Are you any relation?

See if this works: https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit

Or buying Taiwan-listed TSM….