Author Topic: University of Berkshire Hathaway - Daniel Pecaut  (Read 5166 times)

ValueMaven

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University of Berkshire Hathaway - Daniel Pecaut
« on: October 13, 2017, 06:24:18 PM »
What an amazing book!! 30 years worth of notes!!

https://www.amazon.com/University-Berkshire-Hathaway-Lessons-Shareholders/dp/099840621X

What are some of your favorable takeaways?!

-VM
« Last Edit: October 16, 2017, 12:38:20 PM by Parsad »


longinvestor

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Re: University of Berkshire Hathaway
« Reply #1 on: October 13, 2017, 10:19:58 PM »
What an amazing book!! 30 years worth of notes!!

https://www.amazon.com/University-Berkshire-Hathaway-Lessons-Shareholders/dp/099840621X

What are some of your favorable takeaways?!

-VM
It's a great addition to the collection. I happen to take notes during the meeting just as the authors have done. I eagerly read the notes from pre-2006 because I didn't attend before then. Good tidbits include their views on what's now known to be duds.

A slight negative for me was that the notes were too short/condensed, especially from the 1980's. Wish they provided it verbatim.

But to me a book like this, from one meeting attendee to another, is invaluable.

maxthetrade

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Re: University of Berkshire Hathaway
« Reply #2 on: October 14, 2017, 12:37:41 AM »
FWIW:
http://alephblog.com/2017/09/08/book-review-university-of-berkshire-hathaway/

"You are much better off reading Buffett and Munger directly, and you can do it for free."

I agree with Mr. Merkel.

fuluvu

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Re: University of Berkshire Hathaway
« Reply #3 on: October 14, 2017, 07:57:21 AM »
I also agree.

"You are much better off reading Buffett and Munger directly, and you can do it for free."

FWIW:
http://alephblog.com/2017/09/08/book-review-university-of-berkshire-hathaway/

"You are much better off reading Buffett and Munger directly, and you can do it for free."

I agree with Mr. Merkel.

Munger_Disciple

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Re: University of Berkshire Hathaway
« Reply #4 on: October 14, 2017, 01:31:33 PM »
I too agree. I made the mistake of buying this book and regretted it almost immediately after seeing the first few pages. Did not read the rest. The notes are so sketchy that they are almost useless. If you want the actual transcripts of old Berkshire annual meetings, read OID.

cubsfan

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Re: University of Berkshire Hathaway
« Reply #5 on: October 14, 2017, 02:58:19 PM »
I too agree. I made the mistake of buying this book and regretted it almost immediately after seeing the first few pages. Did not read the rest. The notes are so sketchy that they are almost useless. If you want the actual transcripts of old Berkshire annual meetings, read OID.

Shows you why OID was worth the money - it was pricey - but the WESCO and BRK meeting transcripts are priceless.
A hell of a lot more expensive than this book - but well worth it.

dutchman

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Re: University of Berkshire Hathaway
« Reply #6 on: October 14, 2017, 03:06:15 PM »
Whats oid? Thanks

LC

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Re: University of Berkshire Hathaway
« Reply #7 on: October 14, 2017, 03:10:40 PM »
 outstanding investors digest
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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brk.b | khc | nke | mo | renx | c | wppgy | dis | cmp

DooDiligence

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Re: University of Berkshire Hathaway
« Reply #8 on: October 15, 2017, 09:30:40 AM »
abc | abev | aapl | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | sftby | vde

8 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

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longinvestor

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Re: University of Berkshire Hathaway
« Reply #9 on: October 15, 2017, 10:49:17 AM »
With the meeting now archived on YouTube, all these books, publications are extinct.