I’m never going to go against Warren Buffett


Baxter Intercontinental: “Negative quarter, [I] like the organization however and as it can be come down I feel it is a obtain. I was astonished how weak the quarter was, though.”

Parsons Corp.: “Cybersecurity. I like. Proofpoint’s a minor far better, but I assume you’ve obtained a excellent one there.”

Aimmune Therapeutics: “I’m not saying this is a what-have-you-performed-for-me-lately company, but that was their factor and then when you get anything like that and they get the [FDA] approval they almost often offer-off.”

Berkshire Hathaway: “It really is been a — I hate to say it — but it really is been a little bit of an below performer, but I’m under no circumstances going to go against Warren.”

Macquarie Infrastructure: “I do assume that Macquarie’s a fantastic firm. When I see that produce it does be concerned me, but I know it truly is a really very well-run company.”



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