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Buffet, Lynch and other legends - Investing Strategies
The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies

Topic: Buffett’s portfolio with his comment

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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 08/Apr/2007 at 9:29pm
	"We show below our common stock investments. With two exceptions, those that had a market value of more than $700 million at the end of 2006 are itemized. We don't itemize the securities referred to, which have a market value of $1.9 billion, because we continue to buy them. I could, of course, tell you their names. But then I would have to kill you ________________________________________________________ Yes Devesh, no charity here from the master. That is why I have a very differentiated opinion for these greats. I mentioned this elsewhere also that we should respect these individuals for their investing thoughts , their analytical skills and nothing else. See Buffet is great for what he has done and not for what he is. We need to remember these things and not mix them up. Almost all the greats Graham, Buffet, Rogers have had a not too great personal life, their attitude towards anything apart from investing has not been much to make them proud but as they say let us concentrate on their strengths and ignore (not forget) their weakness. On a positive note at least he is not misleading the public. I have the same thoughts towards the Indian greats!!! Edited by basant - 08/Apr/2007 at 9:32pm
	'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Ajith Senior Member Joined: 06/Aug/2006 Location: India Online Status: Offline Posts: 1284	Posted: 08/Apr/2007 at 11:26pm
	Mr. Basant,Warren Buffet has been secretive about his investments.I feel its necessary to some extent.For one thing it will lead to speculative buying.That I think is one reason why Fidelity India does not disclose monthly holdings.Ofcourse,open discussions on TED has its advantages ,I feel. Edited by Ajith - 08/Apr/2007 at 11:36pm
	Ajith
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kulman Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 9319	Posted: 29/Aug/2007 at 9:43am
	Mortningstar has this interesting commentary on Berkshire's portfolio with their 'ratings'. Click here for details. (Unable to copy-paste as there are active links to charts etc)
	Life can only be understood backwards—but it must be lived forwards
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 29/Aug/2007 at 11:27am
	The business models are interesting. We can look for them here in India as well: 1) Credit Rating 2) Financial planning 3) Banks 4) Household and personal products 5) Retailing - various formats 6) Money transfer services plus his usual favourites like Insurance, Media etc. Edited by basant - 29/Aug/2007 at 11:29am
	'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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kulman Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 9319	Posted: 09/Sep/2007 at 11:46pm
	Why Warren Buffett is Riding the Rails The column sees some long-term positives for the railroads, including improved pricing power and the "huge barriers to entry for competitors presented by the difficulty and cost of building new tracks." But, it also points out that a shaky U.S. economy could hurt freight volume and P/E ratios for many railroads are now running higher than the historical average, suggesting an "uneven stock journey in the short term." For example, Burlington Northern's average EPS growth rate of over 27% makes it what Lynch might call a "fast-grower" .. something he likes very much. In addition, another measure Lynch uses, the price-to-earnings-growth ratio, looks good for Burlington at 0.61. That's well below the Lynch-based model's acceptable level of 1.0. Norfolk Southern has an even lower P/E/G radio of 0.38. Reese argues that with "higher fuel prices for trucking companies, increased demand for coal transport, and the need for a way to move an increasing amount of imported merchandise across the country" railroads have a bright future. It shows that Buffett's current Burlington stake of 15% puts it above his 13% American Express stake and well above his celebrated Coca-Cola stake, which is 'only' 8.7%. (Of course, in absolute terms, 8.7% of Coke's $125.5B market cap ($10.9B) is double 15% of Burlington's $28.5B cap ($4.3B). -------------------------------- At this age Buffet seems to be learning from Lynch !!
	Life can only be understood backwards—but it must be lived forwards
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kulman Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 9319	Posted: 25/Oct/2007 at 11:08pm
	Warren Buffet is currently on a trip to Korea/China for inauguration of new factories of ISCAR, an Israeli tools manufacturer owned by Berkshire. According to CNBC reporter travelling with him about this new factory in China........ ....plant was put up in just six months time. Six months. Warren Buffett says that is a record time. In fact, he says there's not another country where this plant could have been put up in just six months time. The factory floors here are all painted yellow. You can see this. This is a signature of Iscar. They make sure they paint the factory floors yellow so that dirt can't hide. That's one way, they say, everything stays clean and it's a very important point. They say it's one thing that distinguishes Iscar's factories from other factories all over the world. ---------------------------------- Interesting. By the way, if you want to know the Indian company handling marketing & distribution of ISCAR products....click here.... http://www.iscar.com/Section.asp?CountryID=1&FatherID=2900&ExtraID=34
	Life can only be understood backwards—but it must be lived forwards
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smartcat Senior Member Joined: 29/Mar/2007 Location: India Online Status: Offline Posts: 4243	Posted: 25/Oct/2007 at 12:23pm
	Israelis are weirdos. What's the point in having clean floors?
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xbox Senior Member Joined: 10/Sep/2006 Online Status: Offline Posts: 2001	Posted: 25/Oct/2007 at 5:04am
	``I drink a lot of Coca-Cola, 5 to 12 ounces a day (to keep healthy) since we have a 8 percent share,'' Buffett said jokingly. --------- Investor of Shaadi.com, pls take cues from him.
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