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malwan80

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  • malwan80 commented on Grahamites's article 04-20 06:00
    The Railroads in Buffett and Munger's Own Words
    In my previous article, I put together Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio)'s investment rationale for...
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    malwan80 04-20 07:00
    • i think despite buffet and munger saying that they dont pay attention to macro its clear that BNSF was a macro call "But the biggest thing is the U.S. is going to do well".So, i think from my  personal experince i came to agree with James montier phliopshy that is  worry macro and invest micro.
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