20180504 WEB interview with CNBC - pre AGM

[kiwing100]

FYI, ICYMI

14 min video

https://www.cnbc.com/2018/05/04/warren-buffett-obsessing-over-iphone-x-sales-in-the-near-term-totally-misses-the-point-on-apples-stock.html

[Dynamic]

Thank you. I was hoping to find the full interview but only found various short excerpts earlier on!

[Ballinvarosig Investors]

Interesting comments for me were..

The economy is growing slightly faster than in previous years.
Charlie and Warren have only met once in the last 2 years.
Warren seems to like Apple a lot.
Warren also seems to think that USG should look at a "strategic alternative" - in other words, he does not like the business in the long-term, he would be happy to be bought out.

[gfp]

Charlie and Warren have only met once in the last 2 years.

I believe it was something more like 2-3 times per year.  We know they have been together at least once a year because of the annual meeting.  And it turns out there is also one off-site directors meeting each year.

[Ballinvarosig Investors]

Charlie and Warren have only met once in the last 2 years.

I believe it was something more like 2-3 times per year.  We know they have been together at least once a year because of the annual meeting.  And it turns out there is also one off-site directors meeting each year.

Apologies, yes, twice in the last year.