John Hjorth Posted February 3, 2019 Author Posted February 3, 2019 Conclusion so far: Berkshire - A CoBF darling! Right now I see five CoBF members with a gross position above 100 percent. At least to me, that's ballsy! - - - o 0 o - - - This post is also meant as a friendly bump - the poll is still open, for those members who haven't taken it yet!
scorpioncapital Posted February 4, 2019 Posted February 4, 2019 I use the training wheels model. I was at like 80% brk for equity portfolio, now down to 40%. The 40% that went down was put into other high quality companies at what hopefully was a decent price that didn't overlap with anything held inside brk equity portfolio. I don't see BRk doubling quite as fast as other potential opportunities. No fault to berkshire! But what can one do? it's a good but difficult problem.
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