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But given Berkie's structure would you go w/it vs. the broad index?

Paul Lountzis' 2013 year-end review discussed Berkshire Hathaway (page 2). As a side note, I like his Performance of Key Holdings table on page 1. I think that's a neat display. There's also a lot of macro-bloviation but towards the end of his review he discusses a number of his holdings.

There's the 2014 year-end review floating in cyberspace too.

http://www.beyondproxy.com/wp-content/uploads/2014/03/paul-l...

One point that Paul L. makes is that he believes there has been a shift in subsidiary operations from maximizing FCF designated for Omaha to reinvesting in internal growth or bolt-on acquisitions at the sub level. If so and if done successfully, this should take the pressure of Buffett's successor(s) for FCF reinvestment.

ET
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