I hold: GOOG, MSFT, JCTCF, BRK.B, Some net current asset bargains, some microcap cigar butt FCF bargains Just sold HRB, and WILC I primailly invest in Ben Gra

I hold: GOOG, MSFT, JCTCF, BRK.B, Some net current asset bargains, some microcap cigar butt FCF bargains Just sold HRB, and WILC I primailly invest in Ben Graham style bargains. In addition, I am always on the hunt for companies with strong competitve positions protecting high returns on capital, decent growth prospects, and reasonable prices.