Monday, January 5, 2015

of Takeovers and Berkshire Strategy...

Reportedly , Berkshire is planning to adopt a take over  strategy rather than invest in stocks. So there is a longer term thought. Stocks are short term but takeovers are not short term; it takes time to scout and  to invest and to turn around . It involves management dynamics and gestation lags.

But was it Keynes who said that in the long run we are all dead and hence we should be at the short end of the market.  Diversification strategies may or may not pay off and cut loss limits may not be so easy.

Views expressed without risk or responsibility.

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