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BRK 13-f


racemize
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  • 2 weeks later...

what about Munger? what da heck is he doing these days?

Does anyone know which picks in BRK's history have been Munger's?

 

BYD has been the only apparent Munger pick in recent years.  If you go back and read the WESCO shareholders letters, you'll find that Charlie generally bought the pick of the litter stocks that Warren bought. The inevitables.  Warren credits Charlie with getting him focused on buying better businesses rather than balance sheet bargains.

 

Warren has done very little stock picking recently other than increasing the holding in a favorite company.  IBM is only sort of an exception, because Warren and, before him, Benjamin studied it for a combined total of 98 years since Graham worked with their earlier tabulating machines and invented some of the sorting routines that eventually became part of the programs for computers.

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