new thread, page-130

ESL is private. Lampert is extremely savvy, more hands on than Berkowitz. Berkowitz is a name that will be known at some stage however.
I own brk.b and must say currently its very good value to top up on. The other advantage you have is gaining exposure to the fx market indirectly and with the aud being strong, long term you have the advantage of both appreciation of the price and the fall in the aud relative to usd. A situation you cannot ignore in a long term game.