luke77’s Activity

Sat Oct 4

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luke77 replied to the Berkshire Hathaway board. 11:35 PM

Re: Do we know what 4 stocks?

How do you evaluate a firm like CBI? It seems to be in an attractive industry, growing revenues and earnings, high ROE, and decent management team. But where is its moat? Why is it a better pick than the other engineering services firms - FLR, JEC, [more]

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