Bud Labitan

Buffett and Cramer Agree: It's Time to Buy Stocks

Buffett has said: "We like to price, rather than time our investments." And yes, I agree with you on BRK. You may also enjoy reading "The Four Filters Invention of Warren Buffett and Charlie Munger." It explains and honors the intellectual partnership of two brilliant men. The genius of Buffett and Munger's four filters innovation was to "capture all the important stakeholders" in one "multi-variable" four step process.
www.amazon.com/dp/0615...
I am not familiar with the other two companies. How is their record on free cash flow growth? What is the competitive situation there?
From the book I mentioned above, folks can get a better idea of how Buffett and Munger "frame" their investing decisions.