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


To: Spekulatius who wrote (29007)11/16/2007 2:00:20 PM
From: Jurgis Bekepuris  Respond to of 78753
 
I decided to add to Experian if it drops below $8.

Added to my WSC position today. I am betting that 11% margin over book value is worth paying now that Munger has spent over 50% of his cash to buy equities. BRKA is trading at much higher ratio over book or net tangible assets - and although it is a "better company" with non-visible private assets, I am going to claim that WSC is a better bargain right now.