Warren Buffett has divulged that Berkshire Hathaway recently came close to dealing for a $22 billion company before talks broke down. Buffett declined to identify the target, but in an interview with CNBC, Validea CEO John Reese discusses several stocks that are targets of his Buffett-inspired “Guru Strategy”, which has more than doubled the S&P 500’s return since its inception more than eight years ago. Reese talks both about how his Buffett-based model works, and why it’s high on a number of different stocks, including General Dynamics and Amphenol Corporation.