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by danw1979 978 days ago
From the data in the article, the underperformance has really set in during the last 6 years. It’s a progressive decline.

Pandemic market distortion maybe ? Warren and Charlie just getting long in the tooth and slowing down ? Are the up-and-coming managers at BH (are there any ?) calling more of the shots and getting it wrong ?

1 comments

More likely a result of the size of BRK. At over $700 bn, there are few investment opportunities that can really move the needle.