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  • Wall Street Breakfast: Must-Know News [View article]
    On the issue of BUD, InBev warned Anheuser-Busch (BUD) Sunday that "no alternative transaction that you could effectuate would create more value for your shareholders." Are they right or wrong?
    I do not know. In my view, Mr. Buffett will look at the situation seek:

    1. a better understanding of this situation

    2. evaluate how this situation affects enduring competitive advantages

    3. assess all the main managers involved

    4. assess the impact to BRK's investment in BUD

    Just my opinion,

    Bud Labitan
    frips.com
    Author, "The Four Filters Invention of Warren Buffett and Charlie Munger"
    Jun 16 12:47 pm |Rating: 0 0 |Link to Comment
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