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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (1718)8/2/1999 1:19:00 AM
From: James Clarke  Read Replies (1) of 4661
 
Disney was one of the Master's seven largest positions at year end '98. Maybe he sold it - I doubt it. By definition that makes it a Buffett stock. And as you have told me every time I cringe at one of yours, if everybody loves it, it ain't cheap. That's why the one I hesitated the most about was Berkshire.
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