13F for BRK out

[berkshiremystery]

http://www.sec.gov/Archives/edgar/data/1067983/000119312513060317/d481559d13fhr.txt

 

 

Berkshire takes new positions in ADM, Verisign

2013-02-14

http://www.marketwatch.com/story/berkshire-takes-new-positions-in-adm-verisign-2013-02-14?siteid=yhoof2

 

 

 

[jeeman]

Verisign, huh?  Tech company...

[LC]

Verisign, huh?  Tech company...

Or tollbooth company

[Yours Truly]

Good to see Ted Weschler keeping his conviction in his picks as 3 out of the top 5 largest non-Buffet chosen picks are is:

 

1. DTV

2. DVA

3. GM

4. LMCA

5. MTB

[Mark Jr.]

I find the Verisign one odd.

 

Verisign looked a lot more compelling a year ago, when it still had a 7% "baked-in" price increase annually and looked like it had the .com contract locked up in perpetuity. That made sense.

 

Now the DoC has rescinded the automatic price increases, while I would be surprised to ever find them challenged to run .COM, it looks like it's not as much of a "a lock" anymore, especially at these prices (Verisign has had a terrific run over the last year and change).

 

But they may suspect (as do I) that the new TLDs will be a big miss and .COM will remain to be king in the TLD space.

[Evolveus]

That is a long list of stocks on the 13F but awesome to see over 85% of that $75 billion portfolio in the top 10 names, and 68% of that in the top 4!  Practicing as they preach.