By this measure, Berkshire now occupies nearly 6% of the universe in which it operates. Doubling our huge base is simply not possible within, say, a five-year period, parti...
Arend Kapteyn: So right now because we're worried about that recession, we prefer to be in defensive sectors or high-quality sectors, which means firms that have a resilience to weaker demand, so that are not so sen...
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