I did say dreaming and yes a NO in buffets strategy. The law of big numbers, he sure does have big numbers in cash in hand and time on hand to make many picks. But have you read Mary Buffets book on Warren, Buffettology I think. Great read she gave away all his secrets on picking a tollgate company and how he values them once held. He trolled through all the US companies last 7 years annual earnings and reports in Moody’s to find a tollgate. Note all the companies not just the biggest. But they had to have an earnings so Avita struggling there.
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