The Lemon Fool

CliffEdge wrote:Look what happened to GEC after Weinstock. Makes me nervous.

I have not read the Economist's comments on the BH AGM as it is behind a paywall as far as I can see but they do not seem too happy with it at present. As I have said above, I expect it will be broken up one way or another. I made a good deal from GEC after Weinstock was gone. In fact I only bought into it then. Sold most of it before it imploded. I think the difference is that BH appears to have ready made management waiting in the wings, presumably with the same mindset as Buffett.

Dod

CliffEdge wrote:Look what happened to GEC after Weinstock. Makes me nervous.

Maybe take note of what WB said years ago: when I die, that's the time to buy more shares in BH.

I think they have been well prepared for a long time.


Arb.