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softdude2000  Softdude

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  • kfh227 2011-06-03 21:30
    Sent me this a while ago: Do you know answer to my comments here: http://www.gurufocus.com/news.php?id=125588 KO when Buffett bought it was a different company.  They were basically a brand that collected royalties.  They only made the syrup for its soda.  It was not very capital intensive back then for KO.  The expenses were on the bottlers shoulders.  Today, they own the bottlers.  It was a much more easy to understand compan ...

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  • softdude2000 commented on Grahamites's article 07-26 06:55
    The Other Side of the Big Short
    There have been a lot of discussions since the book “The Big Short” was published and the subsequent production of the eponymous movie. I...
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    softdude2000 07-26 07:55
    • I believe Charlie and Warren are ethical. But there is some confusion in the article. I dont think shorting is unethical. I dont think Buffett or Charlie thinks shorting is unethical. They simply dont think shorting is the way to make money. Buffett said shorting has upside of 100% and downside of infinite.
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