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


To: Kirk © who wrote (28245)9/25/2007 2:54:46 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78748
 
Well, I already wished you good luck and I can repeat that again. I doubt we can see eye-to-eye partially because I am not interested in LRCX (anymore) or VRGY to argue about them more than that they are incomparable to BRK. You may find it fine to throw out companies that don't even have 5 years of positive earnings and compare them to one of the finest corporations ever. And these companies might even perform well for a year or two. None of them are going to grow and last for 40 years like BRK.

And note that I am not saying whether BRK is over or undervalued as I am not saying anything about valuation of LRCX or VRGY.