"We are neither pollyannaish nor pessimistic about our curre...

"We are neither pollyannaish nor pessimistic about our current equity portfolio. We own small pieces of good companies -- all of which have grown in intrinsic value over the last year -- but are now priced in good fundamentals. The uncomfortable corollary from this is that I made a big mistake not selling our biggest holdings during the great bubble. $Brookside Energy Ltd(BRK.HK)$