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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (2195)	2/24/2000 10:34:00 AM
From: sjemmeri	Respond to of 4691

The only other one I can offer is CAKE - the Cheesecake Factory. Maybe a bit more Lynch than Buffet to some but I see inevitable growth over the next 5-10 years from 33 restaurants to a couple hundred. Demand at these restaurants is unbelievable. Management delivers steady growth while resisting temptation to build 1000 restaurants overnight. CAKE restaurants do more business per unit than any other restaurant chain.

To: James Clarke who wrote (2195)	2/24/2000 10:53:00 AM
From: cfimx	Read Replies (1) \| Respond to of 4691

i'll offer up Gannett, MBIA, Albertsons, Mercury General, Progressive, Mercantile Bankshares, Household International, Freddie, Markel, Bank of Granite, and second MTB.

To: James Clarke who wrote (2195)	2/24/2000 11:42:00 AM
From: Charles Tutt	Respond to of 4691

SLE is below 18?! Wow, I'm glad I sold it around 30. I hadn't looked at it lately. What's their problem? JMHO.