Author Topic: What company should Berkshire buy?  (Read 19026 times)

DooDiligence

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Re: What company should Berkshire buy?
« Reply #70 on: January 10, 2019, 05:27:16 PM »
This wouldn't be an immediate needle mover, but it could probably be expanded at a faster pace under Berkshire.

https://www.forbes.com/sites/petercarbonara/2017/08/22/buc-ees-game-of-porcelain-thrones/

Buc-ees came to my attention because they're building one near me.

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Viking

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Re: What company should Berkshire buy?
« Reply #71 on: January 10, 2019, 06:47:26 PM »
GOOG. 3 or 4 years from now he will look like a genius :-)

SI

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Re: What company should Berkshire buy?
« Reply #72 on: January 10, 2019, 08:54:28 PM »
Waste Management

Spekulatius

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Re: What company should Berkshire buy?
« Reply #73 on: January 11, 2019, 06:24:36 PM »
I would wish them to buy some companies in the aerospace industry in addition to PCP. It’s a great secular growth market where patience will be rewarded.

The second one is infrastructure. Pipelines (KMI ?), AirPorts, Harbors etc.
« Last Edit: January 17, 2019, 03:55:32 AM by Spekulatius »
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Txvestor

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Re: What company should Berkshire buy?
« Reply #74 on: January 16, 2019, 11:26:35 PM »
John Deere. I can't beleive they have not yet.

gfp

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Re: What company should Berkshire buy?
« Reply #75 on: January 17, 2019, 05:17:37 AM »
I used to wonder about that one too.  The best I can come up with is that he doesn't love the financing side of the business, which results in $38 Billion of debt on the balance sheet.  I know he owned some stock at lower prices and sold out when it broke $100 per share or something like that.  Maybe he tried to buy it over the years and it wasn't available at his price.  Or maybe that wild-man Howie told him there wasn't durable competitive advantage and Warren wouldn't want to be 'banker to the farmers' when the shit hit the fan.  Cue John Deere / Berkshire buyout announcement tomorrow

John Deere. I can't beleive they have not yet.

gfp

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Re: What company should Berkshire buy?
« Reply #76 on: January 17, 2019, 06:08:20 AM »
Here's one that would be a good fit for Berkshire -
https://en.wikipedia.org/wiki/J.M._Huber_Corporation

Anyone who has passed a construction site in the last decade and seen Green sheathing and black tape is seeing a very popular Huber product called the Zip system.  It's an alternative to house wrap and it is very popular.  They also make a very popular subfloor that we use called Advantech.  It's particle board, but it has so much resin in it it basically comes out waterproof (at least for long enough to put a roof on something, which is also done with Huber decking in a rust color.

Jurgis

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Re: What company should Berkshire buy?
« Reply #77 on: January 17, 2019, 07:44:45 AM »
Chocoladefabriken Lindt & Spruengli
https://www.marketwatch.com/investing/stock/lisp?countrycode=ch

BRK should start selling real chocolate not the American-made crap.  8)



Yeah, I know the price reflects the quality of the chocolate.  8)
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bizaro86

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Re: What company should Berkshire buy?
« Reply #78 on: January 17, 2019, 05:24:52 PM »
Chocoladefabriken Lindt & Spruengli
https://www.marketwatch.com/investing/stock/lisp?countrycode=ch

BRK should start selling real chocolate not the American-made crap.  8)



Yeah, I know the price reflects the quality of the chocolate.  8)

I'd love to see them start buying European companies in a bigger way. Lots of quality private businesses there.

One from me that fits that theme would be Medela. They make pumps for expressing breast milk for babies. That has become a common requirement, and it isn't something people scrimp on. They make the most common brand used by hospitals, and the pumps are intuitive, high quality, and high priced. The company is private, so would need to be a negotiated transaction.

LC

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Re: What company should Berkshire buy?
« Reply #79 on: January 17, 2019, 06:17:16 PM »
Easier said than done. Hasn't Berkshire been trying for years to increase acquisitions in Europe? Could it just be a culture thing? Two guys from the midwest vs business owners (and in many cases family businesses) in Europe?
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