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Berkshire Hathaway Inc. Message Board

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  • pat_cret pat_cret Sep 28, 2002 3:49 PM Flag

    OT - VSH

    "What is the company's sustainable competitive
    advantage over its competitors that will permit
    it to earn above average returns?"

    Zandman, brains, acquisitions.

    How many of their competitors did the kind of shopping Vsh does at the bottom ?

    "Predicting that the next earnings peak will be higher than the last is guessing, not analyzing"

    Well, Zandman, brains and acquisitions are in the historical record as well. So, in a way, I can't imagine Warren missing it...

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