Dougie: Berkshire Could Be Undervalued by 30%

I like being long the same trade as my pal Dougie, because even if we look at different things, I know he’s done his work before buying.  And we’re both long the Berkshire B-Shares ($BRK-B) right now.

Doug called in to Fast Money today to lay out his thesis, which is based on the home-building recovery:

Source:

CNBC

 

 

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