You wrote a great article here on USG. I have to agree that people should not just jump into the company because Warren Buffett has a stake in the company. AS you mentioned, he has been in for a long time, back at some of its all time lows. People wanting to get in now, just because he is, may not realize some of the same gains as they may think. AS I can see from your article, you ran your own DCF on the company and came up with a potential 60% + gain on the stock. Do you mind me asking what your discoutn rate was, how far out you projected, the growth rates you used and what other assumptions you may have used for your model?
Shai Dardashti Travels Over 1,000 Miles To Deliver a Question to Warren Buffett [View article]
A Closer Look at USG Corporation [View article]
You wrote a great article here on USG. I have to agree that people should not just jump into the company because Warren Buffett has a stake in the company. AS you mentioned, he has been in for a long time, back at some of its all time lows. People wanting to get in now, just because he is, may not realize some of the same gains as they may think. AS I can see from your article, you ran your own DCF on the company and came up with a potential 60% + gain on the stock. Do you mind me asking what your discoutn rate was, how far out you projected, the growth rates you used and what other assumptions you may have used for your model?