Author Topic: Buffett/Berkshire - general news  (Read 466946 times)

gfp

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Re: Buffett/Berkshire - general news
« Reply #900 on: August 29, 2018, 01:52:25 PM »
Thanks for the links.  It does seem that the interviews took place in May at the Annual Meeting, or at least that is what she mentioned in her intro.


Looks like a new interview with Li Lu and Munger in China (although I am surprised Munger is still flying around the globe!)

Part 1 - https://www.youtube.com/watch?v=mRXS7tByziI
Part 2 - https://www.youtube.com/watch?v=UfW5IfwaIdE


John Hjorth

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gfp

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Re: Buffett/Berkshire - general news
« Reply #902 on: September 01, 2018, 03:25:34 PM »
Hadn't noticed that Warren also did the Smith & Wollensky's segment with Liz Claman at FoxBusiness -

http://video.foxbusiness.com/v/5828934109001/?#sp=show-clips

and

http://video.foxbusiness.com/v/5828949631001/?#sp=show-clips

Topics covered include Tesla/Elon Musk "funding secured", ending the meetings with universities, his health, how he's feeling, etc

clutch

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Re: Buffett/Berkshire - general news
« Reply #903 on: September 01, 2018, 07:34:36 PM »
there is also one with Bloomberg:

https://www.youtube.com/watch?v=gwTeJvLAuxQ

sleepydragon

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Re: Buffett/Berkshire - general news
« Reply #904 on: September 01, 2018, 08:28:49 PM »
there is also one with Bloomberg:

https://www.youtube.com/watch?v=gwTeJvLAuxQ

The interviewer mis spoke about the banks’ reserves but Buffett was very quick correcting him :)
Still a very sharp mind

gfp

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Re: Buffett/Berkshire - general news
« Reply #905 on: September 07, 2018, 04:22:22 AM »
off topic, but Kiewitt Plaza is for sale for around $20 million.  Berkshire has a very long term lease, but I wonder if they end up purchasing the building.  On a side note, Omaha real estate appears not too pricey

OnTheShouldersOfGiants

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Re: Buffett/Berkshire - general news
« Reply #906 on: September 07, 2018, 07:25:04 AM »
I suspect real estate returns are lower than equity, AAPL or even BRK repurchase at today's prices likely yield higher returns. Guessing they won't be using their capital on this.

Mephistopheles

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Re: Buffett/Berkshire - general news
« Reply #907 on: September 07, 2018, 08:13:19 AM »
I suspect real estate returns are lower than equity, AAPL or even BRK repurchase at today's prices likely yield higher returns. Guessing they won't be using their capital on this.

If they don't purchase it, it will not be for ROE reasons. $20 million is a drop in the bucket, and the purchase would be more for sentimental reasons kind of like the local newspapers. Having said that I am sure $20 m overvalues the building. Having Berkshire as a tenant means people might be willing to pay up for it.

cubsfan

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Re: Buffett/Berkshire - general news
« Reply #908 on: September 07, 2018, 12:29:14 PM »
I suspect real estate returns are lower than equity, AAPL or even BRK repurchase at today's prices likely yield higher returns. Guessing they won't be using their capital on this.

If they don't purchase it, it will not be for ROE reasons. $20 million is a drop in the bucket, and the purchase would be more for sentimental reasons kind of like the local newspapers. Having said that I am sure $20 m overvalues the building. Having Berkshire as a tenant means people might be willing to pay up for it.

You know, that's a good point - if people are willing to pay $3M to have lunch with Warren, why not buy the building, you might
get to have lunch with him a lot more often!

gfp

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Re: Buffett/Berkshire - general news
« Reply #909 on: September 07, 2018, 12:34:26 PM »