JRH Posted December 18, 2012 Share Posted December 18, 2012 In order to give credit, I'm just going to link to this write-up where I found it - on Joe Koster's blog (from Chanticleer Holdings), although he is linking it from elsewhere: http://www.valueinvestingworld.com/2012/12/broyhill-asset-management-on-coca-cola.html Another high-quality, predictable business operating in the middle of the Euro crisis carnage at what appears a depressed valuation. The write-up contemplates a re-listing and reduced pessimism as catalysts. Link to comment Share on other sites More sharing options...
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