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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (31412)7/8/2008 2:58:52 PM
From: Jurgis Bekepuris  Read Replies (1) of 78658
 
Well, maybe I am splitting hairs, but sure MA, PBR, American Latina do qualify (or qualified couple years ago) for two maybe three of his points. It is highly unlikely though that you can find a stock - or that he ever found a stock - that qualifies for all five points. I.e. sure PBR and MA had tailwinds for industry and the company and maybe they even were misunderstood, but was there a change in the company itself? And for MA I am not sure there was ever some competitive advantage over Visa. But perhaps in duopoly you don't need point 3. ;)
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