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Strategies & Market Trends : Buffettology
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To: porcupine --''''> who wrote (1120)3/15/1999 9:19:00 AM
From: Freedom Fighter  Read Replies (1) of 4691
 
Porc,

>>So, to all of you, especially Wayne, who had the prescience to
ignore Buffett's warning that BRK was fully valued at 40,000+<<

The one thing you have to remember about BRK as opposed to the typical business is that waiting for the gain in intrinsic value for most businesses is like watching grass grow. For BRK it's like watching a fine thoroughbred on Breeders Cup Day. It is a portfolio of high ROE businesses, huge float generating ability, and plenty of opportunity for reinvestment. It's the perfect situation. Intrinsic value is a rapidly moving target.

Wayne
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