Don't own Berkshire for its investment portfolio. In a bull run it could underperform. No tech except Apple. Financials are OK but dangerous in a recessionary environment when loan losses can test the stability of even our biggest banks.
Don't own Berkshire for its investment portfolio. In a bull run it could underperform. No tech except Apple. Financials are OK but dangerous in a recessionary environment when loan losses can test the stability of even our biggest banks.
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