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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: areokat who wrote (47988)	10/16/2001 2:59:55 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Kat, What you say is partially correct, and yet it smacks of cheerleading. I respect Buffett as much as you do. I agree that KO has a great brand. Yet I claim that KO is still overvalued and that BRK will never achieve 29% compounding again. The second part is verified by WB himself. Jurgis

To: areokat who wrote (47988)	10/16/2001 3:15:58 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> A great company (KO),with a world class brand,that will outlast bad management and poor economical times. Very understandable. Those are similar to the same reasons I've held my Gorillas, who I believe have even higher barriers to competition and better management teams than KO's. Interesting that despite his devotion to valuation, WB has maintained a long term position in KO through difficult times and what appears to be serious overvaluation based on what he judges to be sustainable competitive advantages. uf