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

To: James Clarke who wrote (894)	1/2/1999 1:53:00 AM
From: Fredman	Respond to of 4691

But don't forget B&N bought 3-4 book suppliers/publishers, like Penguin Books. Doing this 'was' supposed to hurt Amazon. Actually, the Initial report 6 weeks ago (or so) was that 'B&N buys largest suppliers of books to Amazon'.....

To: James Clarke who wrote (894)	1/2/1999 4:48:00 PM
From: jhg_in_kc	Read Replies (3) \| Respond to of 4691

BUFFETOLOGY IS NOT ABOUT LOOKING FOR BRAND NAMES What is it about? Your passing on AOL years ago speaks volumes. Here you had a great stock served to you on a plate and you didn't pick up your knife and fork and taste it. Why , not a long enough track record, too high priced. but it was a business you understood and a fine company you admired. I think your methodology needs modifying: lesser time to have a track record, a smaller or even no margin of safety in some instances when a company is outstanding, etc. examination of future projected earnings, etc. Don't you think some tweaking is in order? Or will you miss the next AOL too? Just a thought. jhg