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" ... Let’s get to high metabolic, go-for-control players like Pershing Square, down to a $5.2 billion house. This is a special situation portfolio with Restaurant Brands International at 23.7% of assets and Lowe’s at 18.6%. I’d rather own McDonald’s and Home Depot. Certainly, they’ve outperformed while Pershing’s two doggies display scary charts. Restaurant Brands is a classic declining head-and-shoulders tracement. You’re supposed to run for the hills then. ... "
" ... These 2 doggies won't sell over $50 a share for years to come. Hateful paper! Meanwhile, Amazon and Alphabet endorse Warren Buffett’s conceit. Never split your stock. Not meaningful. Badge of honor to sell at $700 or $800 a share? ... "