new thread, page-10

I wasnt aware of DEX.
I will have a look at them today sometime.
No doubt bkl rates as a 1. Value was seen at a low of 14-15 last year.

Just on aui - even at 8.20 they are discounted to nta. I never get tired reading Charle's letter and the holdings owned. They reinforce the concept of sticking with businesses with both favourable and durable competitive characteristics. [But yet again, I am just repeating what has been said within 4 or 5 pages of discussion- however, in markets like we are in or been in, stressing the importance is vital.]

What strikes me is the low shareholder base holding and relatively minimal shares o/s in both.