tag:blogger.com,1999:blog-5389144729834496735.post4803629520307714570..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: SEB: Seaboard CorporationUnknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-5389144729834496735.post-47867417274883820722015-10-09T08:13:26.718-04:002015-10-09T08:13:26.718-04:00Hi,
That's a really old article. We discuss...Hi, <br /><br />That's a really old article. We discussed this somewhere in one of the SEB post comment sections. This is one of the issues with owning closely held companies. And as for tax deals to move production facilities (I think that's in this article; I may be confused with another one... I didn't read the whole thing), that's just part of business and the way it works. NY and NJ are fighting for corporate HQs all the time by cutting tax deals. Good or bad? I don't know, but if that's the way the game is played, companies have to play (or they can't be competitive). <br />kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-16086916364559494822015-10-08T06:02:42.434-04:002015-10-08T06:02:42.434-04:00What do you make of this TIME article about the se...What do you make of this TIME article about the secretive Bresky family?<br /><br />http://content.time.com/time/magazine/article/0,9171,140572,00.html<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-41905376317340207172012-05-22T15:56:52.280-04:002012-05-22T15:56:52.280-04:00Thanks for the comment. Yeah, Loews is very good ...Thanks for the comment. Yeah, Loews is very good too. I wrote something about them, just look at the tags below. It's a pretty straight forward situation.kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-56786569353302093002012-05-22T15:38:06.518-04:002012-05-22T15:38:06.518-04:00Keep turning up these companies, very very interes...Keep turning up these companies, very very interesting! I wonder if you have any thoughts on Loews (as a cheap "family" company with a great record)? I would also add that given ANDE is one of the only independent grain traders left it is an attractive "target" (given recent consolidation).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-34129475865194094222012-05-22T08:57:56.789-04:002012-05-22T08:57:56.789-04:00Thanks for the comment and idea.Thanks for the comment and idea.kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-2260155699852941362012-05-22T03:03:06.510-04:002012-05-22T03:03:06.510-04:00Wow:
What a nice writeup. I bought some of this ...Wow:<br /><br />What a nice writeup. I bought some of this when I was in school back in the mid/late 90's. I wish I held it...<br /><br />Soon after I sold, some family members started picking it up and they've done VERY WELL. The Bresky family really knows what they are doing. They are not afraid to go against the grain, and they look at investment time frames of years and decades.<br /><br />I have found that if you can buy below book, hold on for a few years, and then sell ABOVE book, you'll do very well.<br /><br />Another agricultural name that you might like to look at is the Andersons (ANDE). They own grain elevators, grain trading, ethanol production, rail cars, rail car repair, retail stores and a few other odds & ends. ANDE is overwhelmingly agricultural related. They are good operators too. Perhaps not quite as good as SEB...Anonymousnoreply@blogger.com