Author Topic: Buffett 1972 Letter To See's Candies  (Read 1603 times)

Liberty

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"Most haystacks don't even have a needle." |  I'm on Twitter  | Watch this, please


racemize

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Re: Buffett 1972 Letter To See's Candies
« Reply #1 on: November 08, 2017, 06:02:18 AM »
It's been a while since I put this up, so seems like as good a time as any:

https://drive.google.com/open?id=0BxTPR9eP5nWeeENXNExLcGtCUEk

Dynamic

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Re: Buffett 1972 Letter To See's Candies
« Reply #2 on: November 08, 2017, 06:45:28 AM »
I just read that on Seeking Alpha and also came across the following from Valuewalk which contained some interesting titbits (and a couple of typographical errors that don't really detract):

http://www.valuewalk.com/wp-content/uploads/2015/01/Sees_Candies_Case_Study.pdf

netnet

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Re: Buffett 1972 Letter To See's Candies
« Reply #3 on: November 13, 2017, 01:20:23 PM »
Thanks Liberty.

And thanks Racemize (I don't think I had this epic tome and it definitely has some materials that I had not seen.)

I did send the letter and Huber's commentary to my kids.  Despite my inclination, I did refrain from dropping Racemize's encyclopedia on them!
« Last Edit: November 20, 2017, 08:47:38 PM by netnet »

alpha23

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Re: Buffett 1972 Letter To See's Candies
« Reply #4 on: November 13, 2017, 08:44:49 PM »
Interesting letter and commentary. Thank you for sharing it.

I can only imagine what this letter's present-day equivalent might look like, and I imagine that there are many...

thowed

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Re: Buffett 1972 Letter To See's Candies
« Reply #5 on: November 14, 2017, 05:08:59 AM »
My head just exploded.  Thank you!


It's been a while since I put this up, so seems like as good a time as any:

https://drive.google.com/open?id=0BxTPR9eP5nWeeENXNExLcGtCUEk