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Strategies & Market Trends : Buffettology
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To: dvdw© who wrote (3141)12/5/2002 12:08:04 AM
From: Paul Senior  Read Replies (1) of 4691
 
It might be argued that some on the thread are in fact positing that Berkshire is investing, as you state, in commoditized market leaders which are strictly constrained in some way. And, as regards the alternative you proffer, some on the thread might indeed be making attempts to deal with businesses in a portfolio in which, as you say, demand business' are so evident.

OTOH, some of us, and I'm one, don't have a clue. -gg-

Paul Senior
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