A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade; current valuations; how to avoid value traps
Thanks for the insightful piece. Speaking of flexibility…I know you’ve discussed how you no longer feel comfortable investing in China, but would like you to revisit and do another piece for Tencent. Arguably one of the great compounders outside US that is now available at quite attractive price.
Terrific piece - love reading your stuff
Thank you John. I really appreciate the effort you put into pen to paper. Always a great, and thought provoking, read.
Plenty of insights packed in this succinct note.
Thanks for the insightful piece. Speaking of flexibility…I know you’ve discussed how you no longer feel comfortable investing in China, but would like you to revisit and do another piece for Tencent. Arguably one of the great compounders outside US that is now available at quite attractive price.