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Closely Watched Buffett Recalculating His Bets


Parsad

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This article is really misleading. They talk about the MCO dump but that was probably due to individual business factors. Many of the preferred deals have a very substantial equity kicker on the back-end. From what I understand of Berkshire's financial reports, Buffet is almost fully invested, maybe there is still $10-$15 billion investable from his stated minimum of $10 billion in surplus. I would be more inclined to say Buffet is all in.

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