We have become 'less enamored' with Berkshire's capital allocation, says Wedgewood Partners' Rolfe

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We have become 'less enamored' with Berkshire's capital allocation, says Wedgewood Partners' Rolfe

David Rolfe, chief investment officer of Wedgewood Partners and lead portfolio manager of the RiverPark-Wedgewood Fund, joins CNBC's 'Squawk Box' to discuss value investing ahead of Berkshire Hathaway's annual meeting.
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Fri, Apr 29 20227:14 AM EDT