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Aitkenresearch

09/22/19 11:04 AM

#944 RE: couldbebetter #943

You have point.
Bc while many managers try to duplicate Berkshire Hathaway’s business model of an insurance company and investing the “float” into other investments, it’s bc of two people (Warren Buffet allocating the float and his insurance underwriter) both are the best at what they do.
Like Bellicheck and Brady.
Looking at a business model and who are their customers and can those customers withstand a downturn?
Diversifying with the core being the income from the land of oil and gas,
Into the cash flow of steaming (nickel) gold etc would be like Buffet says “keep laying the golden eggs from another golden goose”.