Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Buy Berkshire instead of Vanguard S&P (BRKA) -- Ignore unavailable to you. Want to Upgrade?

To: Didi who wrote (260)	11/9/2000 11:15:37 PM
From: Jacques Newey	Read Replies (2) \| Respond to of 313

disu- Re:"Berkshire's latest acquisition & investment..." It seems as if a trend may be forming here in Buffett's recent string of acquisitions: 1) Justin Industries - (Bricks and Tiles) 2) Shaw - (Carpets) 3) Moore - (Paints) Add that to furniture franchises (Nebraska Furniture Mart, Star and others) and you have the makings for a home improvement/furnishing superstore. Besides being a collection of fine businesses, there appears to be an underlying strategy to Buffet's buying recently. Maybe he and Charlie are thinking about all the baby boomers that will be retiring and buying (or upgrading) their dream homes in the next 20 years. Have you ever noticed how many retirees hang out at Home Depot? What are your thoughts?