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Archive of entries posted on 5th August 2013

Sentiment rules. But so do earnings. Thank you Warren.

My largest position (as I’ve said before) is BRKA. On Friday Berkshire Hathaway reported a 46% in second quarter net income, far exceeding what all the “analysts” had expected. Did I expect it? (But then I’m not in the prediction business when it comes to BRKA.) Did I expect it? No. Am I happy? Yes. […]