I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.
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Merger Monday Comes to my Portfolio
Turned on Bloomberg radio this morning to some decent news. Gramercy Property Trust (“GPT”) caught a takeover bid from BlackRock at $27.50 per unit. As I mentioned before, I recently took a position in GPT. Also, there was a development late last week that might have yielded some additional “tea leaves” concerning Conagra (“CAG”) and Pinnacle Foods (“PF”). Continue reading “Merger Monday Comes to my Portfolio”