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!
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.
....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.......