M********r
发帖数: 278 | 1 Sequioa fund，known for its stellar long term performance and concentrated
bets on a few stocks including Berkshire Hathaway, holds ~30% in Valeant.
Two board members left.
http://nyti.ms/1krYHJa
This is again a reminder of the risks associated with stock picking and
active management. No matter how brilliant the managers are, sooner or later
people will make mistakes. | S**C
发帖数: 2964 | 2 VRX was (one of) its top holdings for at least 3 years as far as I can
remember.
later
【在 M********r 的大作中提到】
: Sequioa fund，known for its stellar long term performance and concentrated
: bets on a few stocks including Berkshire Hathaway, holds ~30% in Valeant.
: Two board members left.
: http://nyti.ms/1krYHJa
: This is again a reminder of the risks associated with stock picking and
: active management. No matter how brilliant the managers are, sooner or later
: people will make mistakes.
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