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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (47986)10/16/2001 2:51:40 PM
From: areokat  Read Replies (2) of 54805
 
>What do you think WB sees in it?

A great company (KO),with a world class brand,that will outlast bad management and poor economical times. In the past he has been very sure that he wants to own a part of the business for the long term before he invests in the company. When he invested in the Washington Post he even signed over his voting rights to the management of the Post so they wouldn't worry about a take over and concentrate on business.
These days he has so much money he almost has to buy the whole company. His LTB&H approach has produced a 30 year record of about 29% per year. Even if he did sell Big Mac before it doubled and bought DQ, which didn't.

Kat
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