CR Posted November 29, 2010 Share Posted November 29, 2010 In the early 90s, there was a back and forth between one of the early Microsoft Execs and Buffett regarding Microsoft as a strong business and how to understand it. I am having trouble finding this again. Does anyone have a link or a copy? Thanks very much. Link to comment Share on other sites More sharing options...
leftcoast Posted November 29, 2010 Share Posted November 29, 2010 Here you go: http://i.i.com.com/cnwk.1d/pdf/ne/2004/raikes.pdf The MS exec's name is Jeff Raikes, and it's Jeff that actually does most of the analysis of MS and its moat. Keep in mind it was written 13 years ago... so both the competitive landscape and Buffett's personal e-mail address have probably changed. :) Link to comment Share on other sites More sharing options...
saumil Posted November 30, 2010 Share Posted November 30, 2010 Hi Please go through this link (http://warrenbuffettresource.wordpress.com/letters/other-letters-emails/) Its my blog on WEB...has many resource - Saumil http://warrenbuffettresource.wordpress.com/ Link to comment Share on other sites More sharing options...
CR Posted November 30, 2010 Author Share Posted November 30, 2010 Thanks much to both of you. Link to comment Share on other sites More sharing options...
CR Posted November 30, 2010 Author Share Posted November 30, 2010 Saumil, a heads up that the link "Berkshire's letter to MBIA" does not work. It seems to be dead. Link to comment Share on other sites More sharing options...
saumil Posted November 30, 2010 Share Posted November 30, 2010 Have updated the link...pls check again!! Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now