Bud Labitan

Wall Street Breakfast: Must-Know News

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"

Global Investment Clues from VC Firms

From Graham and Dodd to Buffett and Munger the world of value investing is a search for quality bargains. Ever wonder how Warren Buffett and Charlie Munger "frame" an investment decision? I think you might like my new small self-published book. My book, "The Four Filters Invention of Warren Buffett and Charlie Munger" examines each of the basic steps they perform in framing and making an investment decision. Buffett mentions the Four Filters this way: "Charlie and I look for companies that have a) a business we understand; b) favorable long-term economics; c) able and trustworthy management; and d) a sensible price tag." These Four Filters can enhance the probability of our investment success. My book is available at frips.com and, it includes a valuation case example of Kraft, KFT. Here is a 10 min. audio book summary:
www.frips.com/4fsummar...

Bud Labitan
frips.com