berkshire

Empirical Model Building: Data, Models, And Reality James R Thompson

Provided that DVA was a massive position of Ted Weschler’s Peninsula Capital in his pre-Berkshire days, it wasn’t unreasonable to assume that it was his pick. Citigroup had been the weakest of the Major Four banks more than the recent past, generating shares look like pretty the value play. Soon after all, the massive supermarket chain treated shareholders effectively for the duration of the worst of the pandemic and continued to outperform in 2021. Shares are up some 60% with dividends incorporated because the start off of 2020, versus just 39% for the S&P 500. Berkshire Hathaway turned a few...