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A few buys and sells in the Real Money Portfolio, with notes on Nokia, Ericsson, Xilinx, Qualcomm, Hershey, Zayo, Altius, Largo Resources, CoreSite, Mtech Acquisition and more...
Some thoughts and notes from this week's conference that included Ray Dalio, Jeff Ubben, Leon Cooperman, Mick McGuire, Stephen Schwarzman, Tom Siebel, Julian Robertson and more
Including notes on Berkshire Hathaway, Markel, Fairfax, Axis, Yatra Online and Walt Disney
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