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Help Buffett: He asked for it!

Warren Buffett needs help investing $40 billion of Berkshire Hathaway's cash. And he has asked for suggestions and ideas from anyone and everyone in his annual shareholder's letter. Yup!

Hookers


This site is to help him by doing this Web2.0 style- people sharing ideas freely. 100s have already made suggestions and voted- your turn!

This is how I see the process evolving.
  • Let's build a list of companies, private and public, that are worth $20 billion to $60 billion approximately.
  • We will then add comments. Anyone can add opinion in a discussion thread format.
  • We can then vote to decide the best idea(s) and send him a letter. I suppose we will have to FedEx it to him- I will pay for the FedEx.

Let's get started.

Dear Warren Buffett,

Consider this company:



Don't like the ones above, suggest your own and I will add them to the poll:
  1. Newell Rubbermaid (NWL), $9bn, Forward P/E 16, with 2.7%div,conservatively run company,boring business... perfect!
  2. Chipotle Mexican Grill (CMG), $3 bn, Restaurant, USA, Fast Growing, Founder run, Great food.
  3. Royal Bank of Canada (RY), $67bn (Cannot be acquired by Canadian law. Will be taken off this list.)
  4. Sun Microsystems (SUNW), $20 bn
  5. Toronto Dominion (TD), $45 bn (Cannot be acquired by Canadian law. Will be taken off this list.)
  6. Arcelor Mittal (MT), $80bn
  7. Posco (PKX), $40bn
  8. Target (TGT), $50bn
  9. PlainTree (LANPF), $0.63bn
  10. Yahoo! (YHOO), $40bn
  11. Cameco Corporation (CCJ) $18bn, uranium and nuclear power play high P/E justified by 30% revenue growth for past few years.
  12. CRH Cement Roadstone Holdings €17.5bn
  13. Bombardier (BRD.A), $8bn
  14. Paychex, Inc. (PAYX) $14.76B - What they lack in accelerated growth - from a single owner persepective they put off huge cashflows.
  16. Lockheed Martin (LMT), $42B
  17. Intel (INTC), $20B
  18. Microvision (MVIS), $0.5B

Go ahead, click Edit above. Its EASY and OPEN!


To contact the owner of this website: Email me at anshu*sharma@gmail.com (replace * by .)


Posted Anonymously Latest page update: made by Anonymous , Aug 10 2007, 11:08 AM EDT (about this update About This Update Posted Anonymously Great picks from personal experience. - anonymous

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Anonymous SUNW, YHOO 0 May 16 2007, 12:02 AM EDT by Anonymous
 
Thread started: May 16 2007, 12:02 AM EDT  Watch
One important concept of value investing is the "circle of competence." I've read that Buffet and Munger don't use computers very often if at all, so computer-based companies like Sun and Yahoo might not be good suggestions.
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Anonymous TD and RY 1 May 15 2007, 8:05 PM EDT by Anonymous
 
Thread started: May 12 2007, 8:30 PM EDT  Watch
Canadian banks have a legal maximum of 10% ownership by any one individual or company. They therefore can not be purchased by BRK. Instead, they could go after the American subsidiaries and purchase those. But there is no legal way to purchase the Royal Bank of Canada or the Toronto-Dominion without the banks losing their charters.
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