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Berkshire Hathaway Inc. Message Board

  • pat_cret pat_cret Sep 21, 2002 5:19 AM Flag

    Re - Acas

    Acas was my biggest pos for 2 years until 2001. I gradually sold it as it reached the 30's feeling the price a bit rich after having let it become more than 20 % of my portfolio.

    Now, I bought again some Acas (about 5 % of my portfolio) and intend to keep buying gradually if the share price keeps falling...

    I followed them for years and never noticed any improprieties. The fact that so many people have trouble understanding their business is a big plus IMO, creating numerous opportunities to buy them at a discount of their value.

 
BRK-A
205,635.00-1,215.0000(-0.59%)Sep 12 3:59 PMEDT

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