Here is a slide show from a presentation Warren Buffett gave at the University of Kansas in 2005. It is only 7 slides but is interesting. It confirms my theory that if Buffett had less money he would be investing in tiny, obscure companies and not companies like Coke.
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Michael Gelband’s Exodus Point launched in 2018 with $8.5 billion in assets. Expectations were high that the former Millennium Management executive would be able to take the skills he had learned at Izzy Englander’s hedge fund and replicate its performance, after a decade of running its fixed income business. The fund looks to be proving Read More