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Strategies & Market Trends : Buffettology
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To: Shane M who wrote (209)6/26/1998 4:15:00 PM
From: Cali  Read Replies (1) of 4691
 
Shane, I am familiar with all of these companies. A year and a half ago I sold my computer parts company, so I have worked directly or indirectly with all of them. AutoZone a broker friend of my pointed it out, but in all honesty I have not taken a look at any of them. I am in the process of building a spreadsheet based on the info out of the book "The Warren Buffett Way". when I complete this model, I will take a closer look at these companies.

Shane, have you ever considered looking at the companies that Brk and subs own. If you consider brk to be overvalued, maybe their is better value in buying individual companies that are undervalued.
What do you think?

regards,

Cali
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