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

To: TimbaBear who wrote (12392)	5/1/2001 8:19:46 AM
From: Q.	Read Replies (2) \| Respond to of 78615

<<top-quality companies would not be NetNets>> I'd certainly agree with that. The larger and more successful the company, the higher the premium you pay, as compared to net current assets. That's the way it is now, and I would imagine it will still be true if market multiples were to fall a factor of two or more. You'll pay extra for the safe companies that are big enough for institutions to buy. BTW, if it's Bershire Hathaway's money, the sage seems to prefer leading companies. If it's his money, he sometimes picks second tier, and somewhat troubled companies. An example is the REIT that he picked for himself.