March 17, 2010
S. Raj Rajagopal has provided a guest post outlining his argument for a short position in Berkshire Hathaway Inc. (BRK.A, BRK.B) Raj is an MBA student at Johnson Graduate School of Management at Cornell University graduating in May this year. He has worked as a portfolio manager at the Cayuga Fund, LLC, the Johnson Graduate School’s $12M hedge fund, and is currently seeking full-time employment in the investment management area.
Raj’s short case for Berkshire Hathaway Inc. is set out below:
(Click to enlarge)
[Full Disclosure: I do not hold BRK.A or BRK.B. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only. Do your own research before investing in any security.]
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