intensive?- I'm confused regarding 'invested capital'. Is this book value? ie net asset value? Does anyone have any idea whatSee's balance sheet looks like? (I imagine there are few liabilities)- where can See's go now? can it continue to raise prices above the rate of inflation?
POSTED: Tue, 09/13/2011 - 00:11
Would like to access the 19 replies to Nick's analysis of See's candies. Can't seem to figure out how to do so. Anyadvice?
POSTED: Wed, 11/03/2010 - 15:46
Hello all!Sorry for the long period of quiet on this thread. If empty vessels make the most noise we must all be very full! I didintend to finish with a consolidation of everyone's input on See's and publish that analysis on a 'Backwards BRK' wiki.But I don't think that's necessary now given seekingwisdom's excellent analysis.The next company I'd like to look at is Coke. Has anyone seen any analysis that they think is of value?In the mean time, I'd like to share a side project I've been working on. It's a compilation and categorisation of all the
question & answer sessions I could find with Mr. Buffett. See what you think at buffettfaq.com.Nick
POSTED: Sat, 02/27/2010 - 20:33
Alice, You've mentioned several times that the case method would be the best one to learn more about how WEBevaluates a great business -- Can you present a case? Say like, something recent like IDQ, McLane, XTRA, orsomething you would prefer?Cheers!