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DewDiligence

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DewDiligence

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Re: oldberkeley post# 111206

Tuesday, 12/21/2010 4:28:25 PM

Tuesday, December 21, 2010 4:28:25 PM

Post# of 257262
[OT]—PG is indeed a fine play on The Global Demographic Tailwind—see #msg-42162914—and is one of the names in the portfolio I manage for a small private foundation. However, one thing HNZ has that PG does not have is buyout vig.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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