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![TheStockBro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1877152296880189440.png) TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2522 followers
Created: 2025-06-27 23:26:50 UTC

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Chris Davis & Davis Advisors Portfolio Q1 25'

On Mistakes of Omission vs. Commission

"Companies that we owned that we have ought not to have owned… and there are companies that we did not own that we ought to have owned. It's not because they were up a lot that we didn't own them... they were companies that were in our wheelhouse, we analyzed them, there was something in our analytical process that failed to appropriately weigh a foreseeable outcome and it ended up we passed on something that was monstrously successful."
-Chris Davis
Partner, Davis Advisors
Board Member, Berkshire-Hathaway

![](https://pbs.twimg.com/media/GufKRRracAEiwP2.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938740836889407728/c:line.svg)

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[Post Link](https://x.com/TheStockBro/status/1938740836889407728)

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TheStockBro Avatar TheStockBro @TheStockBro on x 2522 followers Created: 2025-06-27 23:26:50 UTC

$BRK.A $BRK.B $COF $META $AMZN $VTRS $AMAT $MGM $USB $SPY $VOO $IVV $VUG

Chris Davis & Davis Advisors Portfolio Q1 25'

On Mistakes of Omission vs. Commission

"Companies that we owned that we have ought not to have owned… and there are companies that we did not own that we ought to have owned. It's not because they were up a lot that we didn't own them... they were companies that were in our wheelhouse, we analyzed them, there was something in our analytical process that failed to appropriately weigh a foreseeable outcome and it ended up we passed on something that was monstrously successful." -Chris Davis Partner, Davis Advisors Board Member, Berkshire-Hathaway

XXX engagements

Engagements Line Chart

Related Topics spy usb amzn meta $vug $ivv $voo $mgm

Post Link

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