guliamo

Buffett Reflects on Great Businesses: Raising Prices

well.. that's a very 60's way of looking at things my dear Warren.. fact is Apple stock is through the roof and has been for 5 years where as Coca Cola have been doing.. well.. nothing... old school thought from an old generation.. and don't forget the Apple brand is stronger than coca cola!



On May 18 03:07 AM mkreisel wrote:

> Apple is too prone to disruption. There are just too many smart people
> armed with billions in that business. Its R&D has to keep churning
> out great stuffs in order to stay ahead, and that's tough.
>
> Coke can keep selling the same bottled sugar water for the next 100
> years, without the need for R&D. In fact, its customers do NOT want
> change, as demonstrated by the "New Coke" debacle in 1985.
>
> The ultimate pricing power, however, resides with cigarette companies.
> Addicts are always the most loyal customers.

Is Berkshire Hathaway Now a Bargain?

sorry.. but you are forgetting that Mr. Buffet is not a young man any more and a lot of BKB's pricing is about the man himself. If he goes, and I wish him long lasting health - BKB will drop 30%.. you should take that into consideration as a responsible investor..