Subject: Re: Other than Berkshire...
In US stocks, I would take a look at Danaher from an historical perspective. They have continually, purchased numerous ecxellent, but smaller, businesses in a field, combined/reconfigured them and then, once they have built a moat, spun them off by distributing stock in the newly created company.

If you don't mind looking further, at least three of the five Japanese conglomerates (trading companies) which Bershire invested in currently seem quite attractive.

Jeff