has his two favorite stock pickers hard at work this summer, picking up shares of their favorite stocks for
) $89 billion portfolio. Buffett's betting big on these names; the question is, are you?
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Todd Combs and Ted Weschler are former hedge fund managers hand-picked by Warren Buffett to help him manage massive chunks of Berkshire's enormous portfolio. So far, the Oracle of Omaha's lieutenants have been earning their keep: both managers beat the
by double digits last year.
But while Combs and Weschler have turned out impressive performance, don't accuse them of being creative when it comes to their trades; the seven names Berkshire increased in the second quarter were all add-ons to existing positions. Even though the buying has been cautious, it tells us a whole lot more about the stocks that these guys like than if they'd been buying with both hands.
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That's why today we're taking a closer look at five
Berkshire Hathaway's short list
That word -- conviction -- is an important distinction for the folks poring over Berkshire's latest 13F filings with the SEC.