SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (29959)2/4/2008 10:22:07 AM
From: Spekulatius  Read Replies (1) of 78745
 
Stagflation - in Hagstroms book about W. E. Buffet there is quite a bit of space dedicated to how WEB playbook regarding stagflation. Buffet makes the point to purchase company that make goods that are inevitable (that people purchase anyways) and that have pricing power. in addition he prefers company that do not need a lot of Capex, the reason being that Capex intensive companies do see pressure on the input side.

I am guess by this playbook, companies like KO, PG, NSRGY, MSFT, EBAY would fit the bill.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News