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Posts Made By:
buffett
Forum:
The Stock Market
12-05-2005, 02:14 PM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
I follow (and agree with) the framework but not the details. It seems like you might be double-counting some "risk," since the 10-year treasuries are yielding 4.5% but you're starting from a base of...
Forum:
The Stock Market
12-05-2005, 10:31 AM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
Thanks for the math breakdown. What led you to choose 15% and 12% for your discount rates? Do you use similar rates for other companies we've discussed (JCOM, GOOG, DNA, etc.)?
Forum:
The Stock Market
12-04-2005, 10:01 PM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
[ QUOTE ]
we like growth ... "all other things being realitivily equal"
[/ QUOTE ]
I'm glad we've found some common ground /images/graemlins/smile.gif...I totally agree.
[ QUOTE ]
I...
Forum:
The Stock Market
12-03-2005, 05:28 PM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
[ QUOTE ]
where you work?
[/ QUOTE ]
A small Registered Investment Advisor near New York. We're mainly a non-custodial manager of separate accounts for individuals, institutions, pension...
Forum:
The Stock Market
12-03-2005, 04:23 PM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
[ QUOTE ]
if you aren't going to say anything?
[/ QUOTE ]
Hi, AceHigh
Here is a link...
Forum:
The Stock Market
12-02-2005, 11:35 AM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
[ QUOTE ]
little chance to grow much
[/ QUOTE ]
[ QUOTE ]
Just no growth there
[/ QUOTE ]
There's that insidiously widespread falsehood again.
Forum:
The Stock Market
12-02-2005, 11:32 AM
Replies:
23
BUD - Fools Duel
Views:
471
Posted By
buffett
Re: BUD - Fools Duel
Owl,
What is your estimated range of intrinsic values for BUD & PEP? Where do you expect their IVs to be in 5 years? And combining those two thoughts (and assuming that 5 years from now IV=stock...
Showing results 1 to 7 of 7
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