A Dozen Targets for a Buffett-esque Elephant Hunt

An article in Barron’s lists twelve potential “elephant sized” acquisitions for Berkshire Hathaway to consider based on analysis by a Credit Suisse team of analysts. The team, called HOLT, created a framework intended to find what the article describes as “Buffet-compatible stocks” using a financial metric referred to as “cash flow return on investment” (CFROI)-which they believe offers a clearer picture of a firm’s underlying strength than earnings metrics and is similar to the framework… Read More