Warren Buffet is the one and only GOD of investing.
Recently while going through some blogs here I got a comprehensive list of the businesses that Buffett is holding.
Although this list is not the complete list but still a good one to see into the wonderful businesses that can be held for a lifetime.
I am posting the links to all these businesses. A long term investor must look into all these businesses and try to find equivalent in India. Long term businesses which have competitive advantages behave in the same manner whether in India or in US or anywhere in the world.
Here is the list. The website address of many such links contain the annual reports which should be read comprehensively to understand the nature of these businesses.
8. BoatU.S.
10. Buffalo News
12. Business Wire
13. BYD
15. Clayton Homes
16. Coca Cola (KO)
20. CTB Inc.
22. FlightSafety
23. Forest River
28. General Re
32. IBM
35. Johns Manville
38. Justin Brands
40. Larson-Juhl
41. Lubrizol
42. M&T Bank Corp
43. Marmon Holdings
44. McLane Company
47. MiTek Inc.
48. Moody's (MCO)
51. NetJets®
52. PacifiCorp.
56. Richline Group
58. See's Candies
59. Shaw Industries
60. Star Furniture
62. TTI, Inc.
64. US Bancorp (USB)
65. USG Corp (USG)
66. Wal-Mart (WMT)
70. XTRA Corporation
BNSF is covered in chapter 11 of MOATS. Moats : The Competitive Advantages of Buffett and Munger Businesses discusses the "competitive advantages" of 70 selected businesses purchased by Warren Buffett and Charlie Munger for Berkshire Hathaway Incorporated. This is a useful resource for investors, managers, students of business around the world. It also looks at the sustainability of these competitive advantages in each of the 70 chapters. The MOATS book introduction audio mp3 file: http://www.frips.com/moats.mp3
ReplyDeleteHere is the audio file of the BNSF chapter from MOATS: http://www.frips.com/bnsf.mp3
http://www.lulu.com/spotlight/4filters
So informative and comprehensive report.
ReplyDeleteEPC market