Author Topic: Questions to ask at Annual meeting  (Read 6094 times)

arbitragr

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Re: Questions to ask at Annual meeting
« Reply #20 on: March 20, 2009, 11:49:58 PM »
I would like to ask

1. What was the intrinsic value of Coke, when he first started buying ?
    What was the purchase price (either starting, or average).

2. Ask for other stocks, like Washington Post, American Express, Wells Fargo

   These are the historic purchase prices and the intrinsic values at that time.



you can sort of check this out yourself ... from the annual reports ... rather than asking at the GM
"worry top down, invest bottom up ..."


Viking

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Re: Questions to ask at Annual meeting
« Reply #21 on: March 21, 2009, 12:19:56 AM »
Here is the question I would like asked at the BRK AGM:

"When most anybody today hears about Berkshire Hathaway they immediately think about Warren Buffett and then relax. Warren, you talk about how people can call you up and make a deal in 30 minutes on the back of a napkin. I get how great you are. I have my punch card in front of me and, fortunately, I have a few punches left. Help me understand how Berkshire is going to stay great without you and why I should use up one of my punches on BKR today." 

mpauls

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Re: Questions to ask at Annual meeting
« Reply #22 on: March 22, 2009, 09:21:30 AM »
I'd like to know what rationale he used, and valuation metrics when he invested in those two Irish Banks that went completely bust.

2% return on assets.



On another note:

At current market prices buyers should expect a 5 year annual return of about 20%, and a 10 year annual return of about 17%.
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mpauls

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Re: Questions to ask at Annual meeting
« Reply #23 on: March 22, 2009, 01:16:33 PM »
Oh to clarify, the "on another note" in the above post was regarding Berkshire Hathaway.
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