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Posted

there are many sites that do their best to track the holdings of BRK and then there is the list of major holdings that comes from his annual reports but is anyone aware of a good place to find the list of holdings for FFH?

 

SmallCap

Posted

I still don't know what Prem sees in companies like Dell, Office Depot, Zenith & Level 3. -I don't like Dell at all as a company, but it is cheap selling for just over 2x it's cash.

Posted

I still don't know what Prem sees in companies like Dell, Office Depot, Zenith & Level 3. -I don't like Dell at all as a company, but it is cheap selling for just over 2x it's cash.

I knew they held Dell but I hadnt noticed the size of the position since the latest addition - its almost largest equity holding.

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