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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (35064)11/4/2009 1:38:20 AM
From: Spekulatius2 Recommendations  Read Replies (1) of 78740
 
BNI and BRK. WEB overpays for a good (but not great business) and his stock is up. Interesting to say the least. i can see why BNI is attractive - it has a moat, won't go away anytime soon and there are some synergies to his utility business. Still he pays 19-20x earnings for this, it's hard to see how he can make out sized returns with this bet. Maybe the hope that BRK will be included in common indices is bolstering the stock but from a value perspective BRK has lost quite a bit of attraction.
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