CAM 0.62% 81.5¢ clime capital limited

The "Sage of Balmain" has some explaining to do.To paraphrase...

  1. 187 Posts.
    The "Sage of Balmain" has some explaining to do.To paraphrase some of his recent pearls of wisdom. Diversification is bad and small companies are not more risky than large companies.(apparently he even rolled his eyes in contempt when the journalist suggested this). Rog, you work for a company that sends out invoices Buffett runs his own money there is a huge difference. What do you think Buffetts opinion of an underperfoming manager locking themselves for 25 years would be.YOU must know the answer!
 
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