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Daniel Sangyoon Kim's avatar

KHC had 3G and Buffett's involvement 3 years prior to your investment. JCP had Ackman's involvement 2 years prior. Did their involvement influence your decision to buy at all? If so, are there any lessons for how much weight to put on activists' involvement today, for example Elliott in MTCH?

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brent's avatar

Nice work.

is your portfolio from a standing start or did you add funds to the account between the 2011 first purchase of MSFT and then subsequent stock buys? Like do you need to sell something to buy something new or do you add funds, because that's obviously a different benchmark to SPY which would be static.

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