Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Allen Furlan who wrote (858)	10/3/1998 4:35:00 PM
From: porcupine --''''>	of 1722

Allen: For Buffett's view (in the midst of my own) on "Lands, buildings and machinery" being given away by Mr. Market, see: Message 4172035 The key, as always, is whether or not it's profitable land, buildings and machinery that Mr. Market is giving away. I'm not knocking free assets as a starting point -- it's basically the one Graham became famous for. (Btw, Graham searched them out one-by-one -- a chore he hired Buffett to assist him in.) I guess what I would like to know is what competitive advantage(s) Borden enjoys in this low-margin industry that currently faces vast supply overhang.

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