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


To: Paul Senior who wrote (2937)11/13/2001 3:50:20 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 4690
 
Paul,

In attempt to somewhat enliven the Buffettology thread,
I'll comment on RLI. Unfortunately, I discarded it
in 1 minute (sic!) review. It's an insurance company - a no-no
in my book, except for BRK. And even the super-conservative,
profit oriented BRK made mistakes as Buffett acknowledged.

I also don't know whether it has any brand value or moat.
I did not get to look at finances.

So it is only my 0.00000002

Jurgis - other B suggestions please?