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Alex Morris  

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  • Buffett 'Feels Poorer' Based on Kraft's Cadbury Bid [View article]
    Empire-building rather than maximizing ROI for shareholders, definitely agree John.
    Jan 21, 2010. 03:49 PM | Likes Like |Link to Comment
  • Buffett 'Feels Poorer' Based on Kraft's Cadbury Bid [View article]
    Like usual, Warren Buffett does not need anything besides simple math and good business sense to explain why certain portions of this deal (if not the whole thing) were not advantageous to Kraft shareholders. If you have not seen the CNBC interview with Mr. Buffett from January 20th, I highly recommend watching it. Well worth the 30 minutes.
    Jan 21, 2010. 10:38 AM | 1 Like Like |Link to Comment
  • 3 Appetizing Restaurant Investments [View article]
    Buffalo Wild Wings is a great business, with a well run restaurant at every location I have been to over the past three years (probably 5 or 6 scattered along the east coast). As a former owner of BWLD stock, I worry about the expensive valuation in the short term, which is why I believe top management isn't currently acquiring shares in this strong business. At the same time, I can also see how investors could consider this an attractive long-term investment, especially when considering they have only 600 locations as of July 2009, and expect over 1000 units by 2013. This will be an interesting company to follow over the next 5-10 years.
    Jan 20, 2010. 10:25 AM | 1 Like Like |Link to Comment
  • Cadbury Gets Sweet Deal; Yahoo Stays Sour [View article]
    At it's highest-price ever (based on stock price) and 11% above the original bid, this deal definitely looks attractive from Cadbury's perspective.
    Jan 20, 2010. 10:11 AM | Likes Like |Link to Comment
  • Berkshire's Big Split [View article]
    It is going to be interesting to watch after the split how the class B shares are traded in comparison to the class A shares, especially in the first month or so. For an investor like me, I am looking to pickup shares so I can attend the Berkshire Hathaway Annual Meeting in May. People looking to pickup shares now that they are more affordable (in a purely dollar sense) could potentially drive shares up an extra couple percentage points. Not necessarily an investing point, just an interesting side note.
    Jan 20, 2010. 04:01 AM | Likes Like |Link to Comment
  • Buffett's Recent Portfolio Changes: What's the Message? [View article]
    From opening paragraph: "Now, I do not recommend following him since he has billions and ‘he’ can afford to hold stocks forever because it is in his corporate account, which means he really isn’t risking his own money." Just to inform the author of this piece, Warren Buffett holds roughly 99% of his wealth in Berkshire Hathaway, so to suggest that he isn't risking his own money is absolutely untrue.
    Aug 16, 2009. 09:11 AM | 11 Likes Like |Link to Comment