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.
Strategies & Market Trends : Buffettology
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jhg_in_kc who wrote (1049)2/13/1999 10:29:00 PM
From: Shane M  Read Replies (2) of 4690
 
Thread,

Have been meaning to throw a question out. I've been recently looking into some apparel companies and retail apparel. In particular, have been looking at Polo Ralph Lauren (RL), Jones Apparel (JNY), Coldwater Creek (CWTR), Tommy Hilfigger (TOM), and Lands End (LE).

I recall that WEB had invested in the Gap at one point. I'm unsure if he still owns the position. Was wondering if anyone could comment on apparel and apparel retailers as potential Buffettology stocks, because I guess I don't understand Buffett's investment case for retail oriented companies. Does he treat them differently? The business environment doesn't seem to be as assured as some of his other investments.

Thanks for any comments.

Shane
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News