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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (4429)4/16/1999 10:20:00 PM
From: Lars  Read Replies (1) of 15132
 
Justa,

>>>
Lars: Re: "I am starting to prepare for my annual journey to the cradle of capitalism. The Berkshire Hathaway Annual Meeting in Omaha, NE the first weekend in May with the meeting on that following Monday."

I expect a full report, baby, for all our subscribers here . What is your take on Gillette and Coke? Coke is looking flat due to overvaluation. Has done nada the past year.
>>>

You will get the full report. I hope I get to talk with Warren again this year. They are expecting up to 18,000 people I guess vs. 11,000 last year. Maybe I will get to eat some ice cream at DQ with Tom Brokaw again this year (super nice guy BTW). There is no experience in the world like a Berkshire Annual Meeting.

My take on G and KO is that if you look at them with a short term outlook they are a little overvalued.

If you know how to look at G and KO for the long term.....then you see what I see. When you look at KO it is unit volume that is important. I have grown weary trying to put forth my point. I no longer answer questions about the P/E, etc. Based on the history people don't get it. That's ok. Companies like G and KO are so few that it amazes me people don't get it.

My time horizon is 40 to 50 years and then my kids will inherit the portfolio.
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