OID

[Crip1]

Has anyone received the most recent OID? I've gotten through about a quarter of it and wanted to see if any one else was as impressed as much as I am.

 

-Crip

[Mungerville]

I am impressed by Grantham and Klarman but not by the rest of them: the others' stock ideas look good rather than great.  I did not see a better idea that ORH where I have 50% of my money.

[omagh]

M'ville,

 

I have a portfolio chunk in ORH and certainly not adverse to making substantial bets.  I'm curious about the case to put a half-portfolio weight into ORH?  ORH is a fine company, their investment advisor (Hamblin-Watsa) is excellent.  What makes this a 50% vs 20% portfolio weight?  Not challenging, just curious.

 

-O

I am impressed by Grantham and Klarman but not by the rest of them: the others' stock ideas look good rather than great.  I did not see a better idea that ORH where I have 50% of my money.