Forum Archive Index - October 2000

["Krypt Or" <kryptz@hotmail.com>]

Thanks Phil.

On RBD, isn't this the same sort of thing as Coke - which is a Buffett 
share? RBD owns 'Brands' in an increasingly consumer society.. KFC, 
STarbucks and the relaunch of Pizza Hut as a delco are all brands 
impregnated in one's conscious methinks in the same way as Coke?

On the ports, yeah well had do you actively 'expand'..you can't. Good point 
- thanks.

I'm still getting to grips on Buffett especially the line -if I had a 
billion dollars could I do better/take out this company or whatever it is...

The only thing that is hard to beat is a brand..everything else can be 
duplicated...

What does BCH have? just a database? What am I missing?

To be honest I don't get Buffetology neither it's qualitive aspects nor it's 
quantitive aspects (valuations).

What's so damn special about Gillete? I don't give a damn what razor blades 
I buy!!!!!!!!!!!!!!!!!!!!!!!!!!



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