Grahdodd’s Activity

Sat Jun 25


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Grahdodd replied to the Berkshire Hathaway board. 8:51 AM

Re: OT: buying opps

British stocks before the sell off were yielding 4% versus a 10 year in the 1s. Substantial discount to US on multiple of book and PE, too.

Pretty good value there even if earnings flatline for a decade. Market assumes no growth ever in [more]

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