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

To: James Clarke who wrote (497)	10/24/1998 9:36:00 PM
From: peter michaelson	Read Replies (1) \| Respond to of 4690

Would a Buffetologist short BRKa? Let's see, they own KO, G and other way over-valued stocks. They sell at 2x those valuations. i have no idea if the above facts are correct

To: James Clarke who wrote (497)	10/25/1998 4:50:00 PM
From: jhg_in_kc	Respond to of 4690

What is a good Buffettology definition of franchise. In all seriousness I'd like to know. You suggest Yahoo has a franchise but Dell Computer does not. I thnk that Coke and Gillette are franchises but any auto stock is not, since they are all interchangeable. (except for a Ferrari, which may be a franchise?) So what's a good working definition of franchise? Evidently just having a barrier to entry is not enough (ie.,Dell) Is Tootsie Roll a franchise? Is RC Cola? Is the Washington Post a franchise but not Dow Jones? jhg