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  • Gleanings From Housing-Related Industries Conference Calls [Housing Tracker] [View article]
    Judy,

    Here is the Paperback Book Announcement

    "The Four Filters Invention of Warren Buffett and Charlie Munger. Two Friends Transformed Behavioral Finance." by Bud Labitan

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    ISBN 978-0-6152-4129-6
    Paperback book $32.95 Printed: 148 pages, 6" x 9", perfect binding,
    cream interior paper (60# weight), black and white interior ink,
    white exterior paper (100# weight), full-color exterior ink.

    <img src="www.frips.com/cover4.j..."></img> width="564"height="846...
    Aug 05 12:02 pm |Rating: 0 0 |Link to Comment
  • 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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