Is now the time to panic?
Reflecting on a half century of Berkshire.
What should you listen for tomorrow?
Rangeley Capital portfolio managers Andrew Walker and Chris DeMuth Jr. host a 15-minute podcast, which you can subscribe to on audioBoom. If you missed the previous podcast episode, then please check out Tribune Sale - Read All About It (NYSE:TPUB).
This week, we ask if now is the time to panic. Then, we discuss Warren Buffett, Charlie Munger, and this weekend's Woodstock for Capitalists (BRK.A/BRK.B).
Disclosure: I am/we are long BRK.A, BRK.B.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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Additional disclosure: Chris DeMuth Jr and Andrew Walker are portfolio managers at Rangeley Capital. We invest with a margin of safety by buying securities at discounts to their intrinsic value and unlocking that value through corporate events. To maximize returns for our investors, we reserve the right to make investment decisions regarding any security without notification except where notification is required by law. We manage diversified portfolios with a multi-year time horizon. Positions disclosed in articles may vary in sizing, hedges, and place within the capital structure. Disclosed ideas are related to a specific price, value, and time. If any of these attributes change, then the position might change (and probably will).
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