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Martin Wiesmann's avatar

Thanks for this great article! I enjoyed reading it a lot.

After downloading your list of 72 companies I was wondering, though, if the data is really reliable: At first glance I noticed that the country of some companies is wrong: The Singapore Exchange Ltd is obviously not located in Germany (and this is just one of many mistakes). Did your stock screener provide that, or did that happen during preparation of the data?

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Dipesh Mehta's avatar

Thanks for a detailed article, Kevin. I have just finished reading the book and was pleasantly surprised to find your article. Forbes has published a list of 41 us publicly traded companies that Berkshire has invested into. Do you wonder why then your screener didn’t pick up all those? Or do you think their public holdings do not conform to this ideal way of finding the companies with durable competitive advantage ? Also want to poke your view on whether it makes more sense investing in Berkshire shares rather than using some screeners to find winners. After all, you only found a couple within the US!

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