Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I'd consider some BRK.B, as it is currently selling at about 1.3x book and Buffett has said he'd buy back aggressively at 1.2x book. So I would not expect much downside from here, though there's no iron-clad guarantee... FYI BRK.B is my largest po…
Neutral. Feel like the market overall is a bit frothy; think some individual stocks still offer decent opportunities. NYT articles on hesitance to say the word "bubble", as well some weird cult developing that believes sitting down to a meal is a …
Uhh, personally I think the managers of all 4 funds are quite talented. They all ply something of a value discipline (I.e. It's not like he's investing in balanced funds covering all four corners of the style box). If all 4 management teams agreed…
Somewhat brain-damaged article, yes, but at times when I've had $ to invest but thought the market was a bit frothy, I have looked for funds where (1) I respect management & their stock-picking process, and (2) they have a reasonable amount of c…
I own a chunk of WBALX in my 401k and think it's a decent fund, especially if you want some balance / dry powder but don't want to be exposed to bonds at current yield level.s But like all Weitz funds the ER is a bit high, so if I accumulate a big …
