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  • silvmich 2013-11-14 11:18
    VGM - in case you are interested, my next article on GNK was published.  I anonymously referred to you, was not sure if you wanted me to mention you by name (user id).
  • silvmich 2013-11-04 08:02

    I responded to your post with some comments, just wanted to make sure you saw.

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All vgm's Activities

  • vgm commented on Holly LaFon's article 05-24 04:47
    Bruce Berkowitz Comments on DNOW
    Supply naturally depletes. Oil and natural gas reserves naturally deplete. Meanwhile, demand for oil and gas will not dissipate; in fact, it...
    View all 2 comments
    vgm 05-24 05:47
    • This Fairholme commentary is somewhat out of date. Berkowitz sold out of MRC in Q2.
  • vgm commented on Ben Reynolds's article 05-18 13:47
    Warren Buffett’s Billion Dollar Apple Investment
    Warren Buffett (Trades, Portfolio)’s newest 13F filings were released recently. The Oracle of Omaha has invested in another tech company. This is...
    View all 1 comment
    vgm 05-18 14:47
    • Thanks for sharing your thoughts. It was always clear this was Ted/Todd not Buffett.

      The FT has an interesting insight on the AAPL purchase, claiming that Ted and Todd are taking over the Berkshire subsidiaries' pension funds. Here's a quote:

      "A takeover of Berkshire Hathaway’s largest pension funds allowed Warren Buffett’s two investment protégés, Todd Combs and Ted Weschler, to make bigger bets like the $1bn stake in Apple that was disclosed this week.

      The former hedge fund managers are expected to assume control of the $2.3bn fund at Precision Castparts, the aerospace supplier Mr Buffett acquired this year, on top of other Berkshire subsidiary pension funds that have already swelled their investment portfolio to $9bn apiece.

      The expanded firepower enabled one of the pair to make the distinctly un-Buffettlike investment in Apple, and has helped Berkshire widen its investment activities into industries, including technology, where Mr Buffett is uncomfortable."

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