Regardless of how this monolithic company may behave price wise,...

Regardless of how this monolithic company may behave price wise, no one can discount this company's stoutness when it comes to dodging Dow bullets. While many here throw most of their portfolios at GDN, CVI, etc because of the big potentials, they're forgetting the fact that these small companies are mostly nothing but a promise to pay back one day, bit like the subprime borrowers.

WOW is a Buffet style of company that he'd understand, where one can see the money flowing through the cash registers. Even when people have no money to buy groceries out come the credit cards. You can knock it for all you like, but long term it's almost written in concrete!