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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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3491dstange, perhaps if you like both, buy both. I've looked a little closer Paul Senior-7/9/2004
3490Paul why FAF vs. FNF? FAF appears cheaper, but FNF has larger market share anddstange-7/5/2004
3489Okay, dstange. Agree w/you now that title insurers look cheap - cheap enough anPaul Senior-7/1/2004
3488I went to NDN's annual meeting. They've got a lot of problems. Most are LauA-6/15/2004
3487OT. NDN. Shares were marked down sharply today as company surprised with disappPaul Senior-6/14/2004
3486I didn't know of them either until today when I was searching for some HDTV sjemmeri-6/7/2004
3485Thanks, hadn't seen that. Maybe barriers to entry aren't as difficult aPaul Senior-6/7/2004
3484Another competitor - from the www.voom.com website: VOOM is the first and mostsjemmeri-6/7/2004
3483Still holding an exploratory position in DISH (Echostar). (Discussed here in Paul Senior-6/7/2004
3482From Forbes Investment Guide issue: link to some apparent Buffett imitators: foPaul Senior-5/21/2004
3481Tomato, I can't answer your first question, except to say that I believe heBrendan O'Connor-5/14/2004
3480Is Brkb on sale or is this an indication of major problem: stockcharts.com[h,a]dLarry S.-5/14/2004
3479quote.bloomberg.comLauA-5/11/2004
3478CBS MarketWatch says a Morgan Stanley report noted that Berkshire recorded a $10LauA-5/10/2004
3477FWIW, if you're wondering where Berkshire's next $100 million is coming LauA-5/6/2004
3476He is something else, Sokol is. I wouldn't buy a thing from him, ever. Fredman-5/3/2004
3475Anyone have a clue as to which currencies The Sage is buying? And what's thTomato-5/1/2004
3474My successor candidate for several years has been Sokol. He doesn't seem to LauA-4/27/2004
3473My successor candidate for several years has been Sokol. He doesn't seem to LauA-4/27/2004
3472Buffett's Legacy Who will be the Great One's successor? By ANDREW BARY Larry S.-4/26/2004
3471Good article in Monday April 27,2004 issue of Barrons on the potential successorCarey Thompson-4/26/2004
3470MRH: Sorry to see John Byrne leaving (as he writes in latest annual report.) IPaul Senior-4/26/2004
3469Is See's Candy a "Buffet stock?" Is NDN different?LauA-4/22/2004
3468dstange. Well, it probably does not have a Buffett moat. It does have lots of dPaul Senior-4/21/2004
3467Paul, how does NDN fit into a Buffet stock? No economic moat (barriers to entrydstange-4/21/2004
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