Author Topic: Berkshire 2018 Annual Meeting  (Read 11816 times)

slkiel

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Re: Berkshire 2018 Annual Meeting
« Reply #10 on: May 04, 2018, 04:03:19 PM »
We'd love to see those in Omaha at our investor day event immediately after the Saturday meeting. Arquitos Capital, Alluvial Fund, Ironwood Fund, and Bonhoeffer Fund will be presenting. Feel free to stop by, even if just for a few minutes. Additional details below:

May 5, 2018, 4pm-6pm local time
Hilton Hotel, Murray Conference Room (second floor)ó 1001 Cass St., Omaha, NE 68102

https://medium.com/@WOAM/investor-day-presentation-may-5-2018-28b71e38ca3a


Ballinvarosig Investors

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Re: Berkshire 2018 Annual Meeting
« Reply #11 on: May 04, 2018, 04:36:02 PM »
Here's a preview - https://www.cnbc.com/video/2018/05/04/buffett-interview-.html

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.

Graham Osborn

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Re: Berkshire 2018 Annual Meeting
« Reply #12 on: May 05, 2018, 06:06:27 AM »
Sitting up in the nosebleed section waiting for the movie.  Happy posting everyone!

wolverine890

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Re: Berkshire 2018 Annual Meeting
« Reply #13 on: May 05, 2018, 06:19:58 AM »
Up in the nosebleeds, too. What time do you floor people arrive?

Graham Osborn

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Re: Berkshire 2018 Annual Meeting
« Reply #14 on: May 05, 2018, 06:21:33 AM »
When you think about it, Berkshire is now buying the only higher-earning nonfinancial company than itself.  There isnít much left to buy in the public markets - regardless of what the market does - that can really make a dent.  I guess they could buy some Aramco.  They might by some Google sooner or later.  But for really big companies, public or private, the number of candidates looks pretty slim.

Graham Osborn

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Re: Berkshire 2018 Annual Meeting
« Reply #15 on: May 05, 2018, 06:23:58 AM »
Up in the nosebleeds, too. What time do you floor people arrive?

Apparently Berkers are now paying Omahans to camp out overnight to save their spots.  Thatís crazy - I donít care how rich he is.  And there is a kid next to me holding a giant poster of Charlie Mungerís head.

Gamecock-YT

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Re: Berkshire 2018 Annual Meeting
« Reply #16 on: May 05, 2018, 07:11:14 AM »
this girl doing interviews on the yahoo broadcast is really bad at it.

Graham Osborn

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Re: Berkshire 2018 Annual Meeting
« Reply #17 on: May 05, 2018, 07:22:21 AM »
Dynamic duo coming out..

Jurgis

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Re: Berkshire 2018 Annual Meeting
« Reply #18 on: May 05, 2018, 07:31:50 AM »
OK, let's get elephant into the room: Buffett looks tired.  :-\
"Before you can be rich, you must be poor." - Nef Anyo

Jurgis

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Re: Berkshire 2018 Annual Meeting
« Reply #19 on: May 05, 2018, 07:39:06 AM »
"Everybody knew that America will win the war" - talk about a backwards looking fallacy...

I'm superglad they did. But was it guaranteed? What were the real American win predictions in 1942?

Edit: Let's invert. "Everybody knew that Germany will win the war" in 1942. What would an investment into German stock be worth now?  ::)
« Last Edit: May 05, 2018, 07:41:31 AM by Jurgis »
"Before you can be rich, you must be poor." - Nef Anyo