What is your largest value holding

I happen to like Berkshire Hathaway but it doesn’t fit nicely into one ‘bucket’ given they own such a wide range of companies. I see it as a free thematic ETF, the theme being stuff Warren Buffet & Charlie Monger like.

The annual investor letter is good reading for holder but I think also for investors generally, can be found here. There was the ‘Woodstock for value investors’ yesterday which is their annual meeting.

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