SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Warren Buffett

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tulvio Durand who wrote ()11/27/1996 8:34:00 AM
From: Don W Stone   of 82
 
"FUNDAMENTALS" I too am a real fan of Warren Buffett and I am a stockholder of NUKO. I must say though I doubt Warren Buffett is or ever will be. His definition of fundamentals are abit different from ours I think. He really goes for the franchise factor,"margin of safety"etc.and we are breaking those rules for sure in my opinion. My interpretation is that hi-tech cannot possibly have a francise as he defines a francise, and still be hi-tech, although INTEL and MSFT sure come close to doing it, but it did indeed take them a few years to achieve that position.Now that said I would say though that Gillette and Coke are less often threatened in the market place.
But you are right , he does say, " turn market fluctuations into an advantage" so right now I am a buyer of NUKO once again.
Buffett also has been quoted as saying " sometimes the best investment decisions are to add to what you already hold and know something about." Buffett just keeps buying more COKE.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext