Viewing profile — dviney
dviney
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Comment #45816666
Total portfolio 1.4bn in Sep 13F. 0.6bn in June 13F. So yes, my guess is most if not all of that 0.8bn spike is notional in excess of premium on the 1.1bn puts. All the same, 80% o…
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Comment #45816593
Well his 10 year performance is 255%. Which does not include his bet in 2005-08. Buffett has only done 154% in that time. So rumours of his demise are greatly exaggerated.