Brilliant article as always. Do you think that both Warren and Charlie refrained from leverage after the Guerin incident? Seems like both loved leverage initially and used unorthodox leverage via float and subsidiary company's cash ever after.
Besides, you inserted a wonderful cliffhanger about cheap Japanese equities! Looking forward to an article of yours about these! And having UK-based BATS as a benchmark for low multiples.
Brilliant article as always. Do you think that both Warren and Charlie refrained from leverage after the Guerin incident? Seems like both loved leverage initially and used unorthodox leverage via float and subsidiary company's cash ever after.
Besides, you inserted a wonderful cliffhanger about cheap Japanese equities! Looking forward to an article of yours about these! And having UK-based BATS as a benchmark for low multiples.