BRK luncheon, page-49

Was actually going to say in the previous post that "while it may feel to some that BRK are playing poker with them , they aren't playing poker with shareholders, but we are in the game because of our financial backing of the player ( BRK) "

But left that out in the end as thought it wasn't quite it.

I wouldn't say there is alack of transparency as such, but some mixed messaging and confusion as to the pathway to monetisation the company is taking.

It's like we are being driven in a bus on the road to prosperity, coming up to the junction where the road divides. We know we will be going down one of them, but don't know which one leads to most prosperity and the driver won't tell us which road he is going to take. He has previously indicated the path to the junction, and eventually driven there, junction in sight with a few detours , a bit behind schedule and charged the passengers quite a lot more along the way.

We are almost at the junction with still no idea which road we will be on, this is causing some passengers stress and many feel the driver needs to state clearly which road he will take before he takes it. Some now are doubting the driver , don't trust him and are berating and abusing him. Some are doubting the road is actually a road to prosperity, regardless of the paths and are getting of.

That's the best I can do