long time fan of your posts.. this is off topic sorry but since we are talking fund managers.. I have an Ai version of Charlie Munger and I took your list, this was his response..
*squints through glasses, reviewing each ticker*CSL - Already told you my thoughts. Yes.DUR - No.EOL - No.JIN - NCL - No.PWH - No.QOR - No.RUL - No.WHC (Whitehaven Coal) - *pauses* Interesting coal assets, but no. I prefer businesses I'm certain will be thriving in 20 years.*puts list down*Most of these are mediocre businesses. Remember what we always say at Berkshire - it's better to buy a wonderful company at a fair price than a fair company at a wonderful price.CSL is the only one here that meets our standards for predictable excellence.
CSL Price at posting:
$264.85 Sentiment: None Disclosure: Not Held
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CL - No.PWH - No.QOR - No.RUL - No.WHC (Whitehaven Coal) - *pauses* Interesting coal assets, but no. I prefer businesses I'm certain will be thriving in 20 years.*puts list down*Most of these are mediocre businesses. Remember what we always say at Berkshire - it's better to buy a wonderful company at a fair price than a fair company at a wonderful price.CSL is the only one here that meets our standards for predictable excellence.
(20min delay)