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Re: [sharechat] Re - Buffett


From: Nigel McCarter <n.mccarter@clear.net.nz>
Date: Thu, 12 Oct 2000 06:47:22 +1300


Krypt
Where is the difference between RBD and Coca Cola, one of the original
Buffet companies.
RBD has very strong growth prospects, particularly in the lower to mid end
of the market


At 07:29 PM 11/10/00 +1300, you wrote:
>Krypt,
>
>I try not to upset people, thats why. But if you would like an example.
>
>- RBD I see as a company at the mercy of consumers and the economic beast,
>it can grow revenue little except by buying other chains which is expensive
>and takes a while to get back.
>
>
>>From my reading on Buffet these are the sort of businesses that have little
>expansion possibility, although I did see that one of the ports has signed
>an alliance, and I must admit I haven't read the announcement. I also must
>say that I have looked no further for information about RBD or any of the
>port companies than what I read on sharechat so I may be very wrong.
>

Nigel McCarter
Safety Management and Information Services Ltd
Box 23 019 Hamilton
Phone 64 7 858 2429 
Fax 647  858 2689
Mobile 021 212 4901

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