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Berkshire Hathaway Inc. Message Board

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  • Charlestonideas Charlestonideas Sep 22, 1998 12:14 PM Flag

    Did WEB buy anything lately?

    There are hundreds of people in the investment
    community that track Buffet as best they can. Public
    documents do not tell what he is trading. Officially, we
    only get the largest positions, once a year. I am
    surprised be admitted his cash position at the special
    meeting. We should get the total investments position at
    the quarter, that is the most current
    I have seen.
    A couple of billion in a $40 billion
    portfolio
    is close.

    But we know Berkshire has been hit
    by drops in Disney, Gillette,
    American Express,
    Coca Cola, and Travelers. If the Gen Re deal doesn't
    go through this year, I am not sure there will be
    much per share book value growth this year. But BRK is
    very well positioned for the future and most of the
    operating subsidiaries are doing very well: GEICO, Flight
    Safety, Dairy Queen, Buffalo News, etc.,etc. And Buffet
    always seems to make profits trading.

    Again a
    couple of billion here and there is not much for BRK any
    more!

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    • That was a good entry point for more stocks. Maybe next year, we'll know WEB new position on AXP, among others.

    • ....in DIS,KO,AXP......et al.....per
      charlestonideas. Yes, and even poor little ol' Tupperware was on
      the news feeds yesterday as taking a thump. I didn't
      know this, but it seems that TUP does big numbers in
      Latin/South America and is a victim of their market
      woes........Oh well.....bought a Washington Post this
      morning.....special Clinton G.J. edition....weighs over a pound and
      still only a quarter at the newsstand.......the beat
      goes on.......

    • As Buffett says, "good ideas for investing are
      like patents and should not be broadcasted" (might not
      have the exact quote, but close enough). I agree with
      his approach of only disclosing the largest
      positions.

      So far as Coke and some of the stock
      prices going sideways, this has happened before. There
      will always be some stock prices that advance and some
      that don't in a portfolio within a year.

      You
      make a good point about the quality of the other
      permanent holdings.

 
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