Here is the portfolio as it stood at the end of 2022.
Great to read you again ! All the best for you too !
Many many thanks Thomas!
Looking forward to more of your writing in 2023!
Many many thanks!
When did you buy Berkshire Hataway B? Around 2009-2012?
Exactly!
Thanks for a great post -- looking forward to many more!
Many thanks Farid!
Great to read you again ! All the best for you too and good 2023.
Why u do not have L'oreal ? it is an amazing company maybe the valuation is high ?
Can't be everywhere and valuation! But definitely a great company!
Thanks a lot Jeremy !
Philippe Luchési
Many thanks Philippe!
Great to read you again ! All the best for you too !
Many many thanks Thomas!
Looking forward to more of your writing in 2023!
Many many thanks!
When did you buy Berkshire Hataway B? Around 2009-2012?
Exactly!
Thanks for a great post -- looking forward to many more!
Many thanks Farid!
Great to read you again ! All the best for you too and good 2023.
Why u do not have L'oreal ? it is an amazing company maybe the valuation is high ?
Can't be everywhere and valuation! But definitely a great company!
Thanks a lot Jeremy !
Philippe Luchési
Many thanks Philippe!