BRK/HCG

17 Mile

BRK/HCG

June 23, 2017


In a rather embarrassing refutation of a prominent short seller’s longstanding short thesis (i.e. that HCG is a donut), BRK took a nearly 40 percent stake in the Canadian lender Home Capital Group.

While the short seller made a great call on the stock to-date, waging daily jihad on an individual security is, quite frankly, bizarre. We are mere minnows in the global financial system…not saving the world.

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