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@chenobserver:Hi, thanks for reading my post and sharing your views. Probably have to give Buffett the benefit of the doubt that he knows his pick has the same core values and foundation as him. But I do sense a slight difference in terms of the areas of investment. As long as he remains 'conservative', should be fine. Afterall, didn't Berkshire bought into Ulta Beautry (so tangent to their areas of investment) one quarter only to liquidate the next. Abel should toll the line, I believe.//
@chenobserver:16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock
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