Ted and Todd Results

[Intelligent_Investor]

Imo I've never really bought into Todd/Ted. If they were so good they'd be managing a lot more money for Berkshire by now. Buffett and Munger grew their initial capital very rapidly and pretty much any other good asset manager has done the same. Yet for Todd and Ted they've been managing the same amount of money for quite a while now. Looking through their major investments there hasn't been anything impressive imo. The true superstars of Berkshire not named Munger/Buffett are Ajit and Greg.

[Spooky]

Do we have a definitive list of which investments are Todd's vs Ted's vs Buffett's?

[WFF]

11 hours ago, Spooky said:

Do we have a definitive list of which investments are Todd's vs Ted's vs Buffett's?

Nope, no official list, can only discern from interviews.  For example, DaVita is Ted, in an cnbc interview early on he was asked about it. 

[longterminvestor]

On 11/6/2024 at 4:27 PM, LC said:

The comments on reddit about Combs as Geico CEO are pretty brutal - even for disgruntled employees. 

The reddit board I saw referred to Mr. Buffett as the "Whoracle of Omaha".   Message boards can be a race to the bottom on the comments section.

 

Sincerely,

The guy who enjoys posting anonymous comments on a message board.