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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (20617)2/7/2005 12:13:56 PM
From: LauA  Read Replies (1) of 78717
 
Paul, I don't have a dog in this fight, but the Yahoo #'s seem to indicate that VSH's book value is dominated by goodwill and intangibles. I don't know what the barriers to entry are in 'passives', but I wonder if branding, etc. is terribly valuable in that business.

Pages 7-9 of Grantham's most recent rant are fun:

gmo.com
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