[13F Filings May 2024]

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.

[Why did so many smart investors miss making a killing on BRK stock?]

7 hours ago, charlieruane said:

old Graham-school money manager

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?

[Chuck Akre interviews]

See if this works:

 

https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit

[Berkshire 2022 Annual Report]

Or buying Taiwan-listed TSM….