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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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3091yes but that was over two years ago. I think the values north of $80k now, at lecfimx-9/29/2002
3090Maybe you have hit the nail on the head. I pulled up a spread sheet I had generJoan Osland Graffius-9/29/2002
3089this is another clue. Buffett said in a recent annual that a company shouldn'cfimx-9/29/2002
3088Jurgis, I did it a few years ago but haven't done the exercise lately. One tcfimx-9/29/2002
3087Jurgis, I do not know if the $45,000 is the intrinsic value or some percent belJoan Osland Graffius-9/29/2002
3086Room222, I would be interested to hear your valuation of BRK, based on these asJurgis Bekepuris-9/29/2002
3085Joan, If your info is confirmed, I would assume the $45K number to be "X% Jurgis Bekepuris-9/29/2002
3084Jurgis, I believe Warren has an open offer to anyone to by the stock at $45,000Joan Osland Graffius-9/29/2002
3083Paul, Yeah, on BBY I can't disagree for beyond 5 yrs back. Definitely was Shane M-9/29/2002
3082shane milburn, yes, no arguing that some of those companies show very good numbePaul Senior-9/28/2002
3081Paul, I guess the thing to me about some of these retail companies is they haveShane M-9/28/2002
3080>>I claim that BRK finances are VERY DIFFICULT to analyze I don't agrcfimx-9/28/2002
3079It would immediately lose 15% to 20% of its value in a matter of two or three secfimx-9/28/2002
3078Jurgis, ANF is well into my buy territory too, however, I've taken it off oShane M-9/28/2002
3077Larry, Although Buffett claims opposite, I think there is quite high Buffett prJurgis Bekepuris-9/28/2002
3076Shane, Like Paul said, it is unclear how much retail belongs to Buffettology. TJurgis Bekepuris-9/28/2002
3075Retail is a very broad topic (as evidenced by the companies in your post). ForPaul Senior-9/28/2002
3074I'd like to ask the thread a general question. What do folks think would haLarry S.-9/28/2002
3073I'd be interested in people's opinions on retail in general, particularShane M-9/28/2002
3072Paul, good to hear back from you. Best Buy reported earnings at the upper end Shane M-9/20/2002
3071I still have BBY on my watch list. I moved EMR off that list today when I starPaul Senior-9/20/2002
3070The Quicken screen pointed out their ratings. They have more products, besides P. Ramamoorthy-9/18/2002
3069came across this article on WB biz.yahoo.comShane M-9/15/2002
3068I'm not familiar with either company and what agreements they have with CokeShane M-9/14/2002
3067There was a post on PB, "3rd largest bottler of KO products" in Latin P. Ramamoorthy-9/14/2002
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