private do not come around as often, we spend equal time on both. A
lot of our cos have opportunity to make more money in the future. We
sound as much time on portfolio as we always did, $150B in cash and
securities.
CM - as we get forced into larger and larger stocks we are not going
to do as well
WB - a lot less well, we have to put billions into them, these are not
fields that are not being looked into by other analysts
CM - we get called now to buy whole companies and i like it a lot,
better then shuffling paper
WB- its fun to do both actually
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