Guest 50centdollars Posted June 17, 2014 Posted June 17, 2014 Cheers2013+-+Annual+Report.pdf2014-+Transcript+of+May14+Annual+meeting.pdf
randomep Posted June 18, 2014 Posted June 18, 2014 Thanks, I saw their charts, that is a sickening ride, more than a decade's outperformance gone in the financial crisis, he was down 60% in 2008-2009! I commend him sticking with it.
Guest 50centdollars Posted June 18, 2014 Posted June 18, 2014 Anyone have an opinion on his 3 AG cos picks?
mcliu Posted June 18, 2014 Posted June 18, 2014 I have a small position in Village Farms. The company should do well if tomato prices hold steady and they get their damaged greenhouses online.
Guest 50centdollars Posted June 21, 2014 Posted June 21, 2014 hey Parsad, Do you know what Tim's top holdings are as mentioned on one of his slides? It's blurry and I can't make them all out from the transcript. Cheers,
phil_Buffett Posted June 21, 2014 Posted June 21, 2014 hey Parsad, Do you know what Tim's top holdings are as mentioned on one of his slides? It's blurry and I can't make them all out from the transcript. Cheers, as much as i know he has EGI Financial Holdings, RHJ International, Glacier Media, Blackberry, Voya Financial as one of his Holdings right now
Guest 50centdollars Posted June 21, 2014 Posted June 21, 2014 He also owns the 4 he talked about: lwp, mbc, vff and the us stock. So that's 9 of 10
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