David Kathman
David Kathman
afraid beaten certain common definitely fairly goes industries might people strength worked
Weber goes off the beaten path. He practically scoffs at a lot of common valuation metrics and he isn't afraid to get heavily into certain industries that might make other people nervous. He definitely has the strength of his convictions, and for the most part it's worked out fairly well.
good hold involved job litigation morris philip running tobacco
Philip Morris has done a good job running Kraft but they are still so involved that tobacco litigation is going to hold Kraft back a little bit.
bubble expecting huge internet names pop sure tech
I was pretty sure Kraft would go up but we were not expecting a huge pop like the tech names during the Internet bubble heyday.