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Strategies & Market Trends : Buffettology
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To: Stewart Whitman who wrote (582)11/22/1998 1:18:00 AM
From: James Clarke  Read Replies (1) of 4691
 
I agree with your assessment. I am skeptical about the battery business as well, but it was good enough to attract Gillette. But anybody who has a cat can tell you that the pet food business is as good a franchise as almost any business out there. Importantly, over the last couple years, RAL has systematically stripped out businesses which have poor characteristics. What is left is the best franchises.

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