Entirely missing from the ‘debate’ between Doug Ryan and Lesli Gooch via American Banker about Ryan’s charge that Berkshire Hathaway owned Clayton Homes has a monopoly over manufactured housing was any mention of three key pieces of evidence. That evidence? 1) CEO Kevin Clayton of Clayton Homes video interview and … Continue reading Epic Kevin Clayton Moat Rant- Analysis Lesli Gooch Debate Defense-Doug Ryan Charge-End Clayton Monopoly Over Manufactured Housing-Breaching Buffett-Berkshire-Clayton Monopolistic Moat Method