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

To: Cali who wrote (210)	6/27/1998 3:19:00 AM
From: Shane M	Respond to of 4691

>> If you consider brk to be overvalued, maybe their is better value in buying individual companies that are undervalued.<< Cali, I have no special insight on Buffett. His is one of many valuation methodologies I consider. Perhaps others more in tune with Buffett could voice an opinion. I recently purchased some Oracle, in part believing it fits alot of Buffett's criterion of market strength, high switching costs/barriers to competition, bvps growth, high ROE, and expected ROI of over 15%. I doubt, however, that Buffett would even consider it given it's a tech stock.. I think when looking at BRK, a distinction should be made between buys and holds. Tax implications can lead to holding a stock, whereas we'd rather not buy more of what we have. Shane