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To: Ibexx who wrote (23250)3/2/1999 8:32:00 AM
From: Bob Davis  Read Replies (1) | Respond to of 77397
 
Ibexx,

I agree with you on that point, but I take it one step further, in that I look forward to the revenue stream that will result from this "strategic value", and value the company based on this revenue stream.

Bob Davis



To: Ibexx who wrote (23250)3/3/1999 3:31:00 AM
From: Zoltan!  Respond to of 77397
 
>>Warren's "value" approach is not based upon P/E calculations nor simplistic. He frequently factors in a stock's strategic value which, IMHO, elevates him above the conventional value-investing crowd. (A case in point is Coca Cola which he bought at apparently high P/Es.)

Buffet is also no Silicon Investor, he eschews tech stocks in toto.


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