AVH 4.48% $2.80 avita medical inc.

ReCell Go Is Massive, page-107

  1. 1,182 Posts.
    lightbulb Created with Sketch. 458
    Short answer: no.
    Long answer: hell no.

    Look up law of big numbers. Applies to Warren's investments in spades. Simply too small for Berkshire to invest in. It is the primary reason his average annualized return has slowly dropped from over 26% to around 20% over the past several decades. As the portfolio value grows ever larger it becomes harder to find those bargains that also offer a large enough investment opportunity to have any meaningful impact on your portfolio. Even if Avita stock went up 20x over the next year it still wouldn't be a rounding error in Berkshire's portfolio.
    Possibly the greatest investing mind ever. Charlie wasn't too bad either.
    Hope that answered your question.
 
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