Is Google a Fat Pitch?. _Hat tip to “Peter Atkins”:http://permianpartners.com_ for pointing this piece out to me. Great point about Netflix (although I still wish I’d bought the stock, when it went out 3 years ago, it was a 10, dropped to $2, now is at $30, wow!).
On Google, great points about how to predict how well it will do and what the market of error is. Interesting to compare all of these with BRKb. The big Internet stocks have clearly rebounded a lot, but interesting to see how Berkshire Hathaway keeps chugging along.