“Long-term value creation, short-term contempt for humanity.”
Real website. Real fund. They file a 13F
u/thegorillagame — 5 days ago
u/thegorillagame
▲ 128 r/SecurityAnalysis
u/thegorillagame — 8 days ago
▲ 45 r/SecurityAnalysis
It looks concentrated but its deceptive. If you layer on the cash, it shows how bearish Buffett has been over the last decade plus. Cash was steady state about 30% of the portfolio but is now 50%+. Last time this happened was lead-up to GFC
u/thegorillagame — 8 days ago