Friday, November 16, 2007

Mimicking Buffett's Picks

Below is a link to a paper by Gerald S. Martin and John Puthenpurackal about mimicking Berkshire Hathaway's stock picks (and exits), whenever they become publicly known.

BTW, the decisions could have been made by either Warren Buffett, Charles Munger, or Lou Simpson.

Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway

Actually they seem to show that this would result in an out performance of over 14 % of the S&P.

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