Subject: Re: Capital allocation at Berkshire
"I don't have any specific comments about Legal & General, or Lego.
But if you want a UK investing idea, look at the Financial Times tongue-in-cheek "XFT" index.
They take the FTSE firms, and find the 9 which have been mentioned least in the prior five years.
Currently they are
Sage
Spirax-Sarco
Croda
Halma
Rentokil Initial
Experian
Relx
Compass
Bunzl"
This is interesting because several of these are holdings in Nick Train's funds and/or are recommendations of services like the Motley Fool. I would never have pegged these as being the least mentioned over the last 5 years.