Sunday, December 18, 2005

Jeff Matthews Is Not Making This Up: When One plus One Equals Not-Quite-Two: "You know what... you're probably right. When Mr. Buffett is buying companies like WalMart and Anheuser Busch, you'd really have to wonder how he's measuring value or intrinsic value. I guess he really does weigh ROE greatly into his valuation matrix. But I would've never guessed that he'd go for WalMart... he's probably using some revenue ratio to value that play."

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