Post #16533 by mungofitch on the Berkshire Hathaway board

Pause to imagine what posts would you want to read here from others. It will likely be kinder, or involve original research with data, or be detailed and thorough, or all of the above. In response, aim to write your own posts in such a way. This will systemically produce the most valuable boards.

- Manlobbi

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

Unthreaded | Threaded | Whole Thread (10)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 16

Anecdotal: we used to buy a lot of it, not nowadays.
Nestle ADR is down 23% over the last 5 years...

There has been a little bit of discussion about Nestle at the Falling Knives board, starting in July.
https://www.shrewdm.com/MB?pid=260809575&wholeThre...

As for snacks going out of fashion--perhaps.
But on the other hand, follow a 20 year old into a food shop and watch what gets purchased. Presumably you are older than when you used to purchase more snacks in the past...

For me, it's one of those firms I've always admired and wanted to own, but it never seemed to be a reasonable deal. But now that it's a reasonable deal, at least by comparison with its history, it's well into a stretch that really makes me doubt if it is still a great firm. A dip is one thing, but the lack of visible progress has been going on for a while now. Cycle or trend?

Jim

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (10)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.