1. Warren Buffett Is Too Cautious; Berkshire Needs an Activist, Investor Says.

    Warren Buffett Is Too Cautious; Berkshire Needs an Activist, Investor Says.

    “Berkshire needs an activist,” says Bill Smead, the lead manager of the Smead Value fund, which counts Berkshire Hathaway among its top 10 holdings. Smead’s comments reflect the frustration of some Berkshire Hathaway shareholders who complain that CEO Warren Buffett has been too cautious during the recent market turmoil...

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    1. I've never heard him talk about that before.
    2. Buffett is making assumptions about human behavior being changed by this virus.
    3. We always think about it but I don't feel it's far more compelling to buy Berkshire shares now than I did three months ago, or nine months ago, or a year ago.
    4. So there is not a big discount to break up value embodied in Berkshire's price.
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