Saturday, March 31, 2018

First A Dream by Jim Clayton: Thoughts and Notes (Buffett recommended book, was catalyst for BRK acquiring Clayton Homes)

Hi all, I'm new here. Please forgive me if this isn't the right subreddit to post this.

If anyone of you read Buffett's 2017 letter to shareholders, you'll pick up on the fact that Clayton Homes' market share has increased to an amazing 49%, up from 13% when Berkshire acquired the company in 2003. Its truly an amazing story.

I finally had an opportunity to read "First a Dream" by Jim Clayton. According to Buffett, reading this book triggered his offer to acquire Clayton Homes.

If anyone is interested, I have jotted down my thoughts as well as many quotes / excerpts that I found valuable:

http://zenanalyst.com/2018/03/31/notes-first-dream-jim-clayton/

If you want to discuss, I'd be happy to be do it here! Thanks all.



Submitted March 31, 2018 at 03:47AM by Keeppgoingg https://ift.tt/2pQU00i

No comments:

Post a Comment