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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (20169)3/14/2000 7:37:00 PM
From: Mike Buckley  Read Replies (4) of 54805
 
Everybody's okay, 100. We're just sittin' back enjoying your humor.

For those feeling a little blue, a little perspective ...

The Naz is STILL on a tear!
This weekend it was up almost 25% year-to-date. Now it's "only" up 15%. And we're only two-and-a-half months into the year for goodness sake!

We're all one up on Buffett.
In his annual letter he wrote, "Our problem -- which we can't solve by studying up -- is that we have no insights into which participants in the tech field possess a truly durable competitive advantage." Anyone wanna invite Warren over here to learn a thing or two about that?

For the entire 1999 letter just out: berkshirehathaway.com

--Mike Buckley
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