Molson Hart

3. Not (currently) threatened by Amazon 4. Some competitive advantages (duh) Muchas gracias (So far, the only one I've come up with Berkshire Hathaway)

$IBA must have some competitive advantage when you compare their performance to competitors $SAFM and $PPC.

Why's that? Cost advantage because of Mexican operations? PPC seems to have the same thing going on.

Looking at it again, PPC seems similarly strong. I studied it a long time and couldn't figure out why some perform better even though it seems like a commodity. $IBA has an absurdly good balance sheet.

I'm too chicken to invest in anything Mexican haha. Out of my area of competence.

$BRK is a good bet, I've considered buying it many times. It just never seems relatively quite cheap enough to other stuff I see. But it's a heck of a lot safer.

So far my universe is: brk, aapl, alphabet, adobe, J&J, and monster (read somewhere it has a strong balance sheet but dunno). My stock handle is $NOOB.

I like Google and monster. Monster is still pretty expensive. Google will feel more pain than most realize if the shut down lasts longer than a month or two.