Author Topic: Buffett/Berkshire - general news  (Read 538761 times)

fareastwarriors

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Re: Buffett/Berkshire - general news
« Reply #1420 on: January 02, 2020, 08:15:36 AM »
Warren Buffett reportedly passed on buying Tiffany despite Berkshire’s mountain of cash

https://www.cnbc.com/2020/01/02/warren-buffett-reportedly-passed-on-buying-tiffany-as-berkshire-sits-on-a-mountain-of-cash.html


rogermunibond

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Re: Buffett/Berkshire - general news
« Reply #1421 on: January 02, 2020, 09:02:40 AM »
Man sticks to his investing principles, no story here.  Move along, move along.

SwedishValue

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Re: Buffett/Berkshire - general news
« Reply #1422 on: January 02, 2020, 09:20:11 AM »
I think it is interesting that he commented on the transaction when asked by CNBC. My interpretation is that he wants Berkshire shareholders and also fellow businessmen to know he is hunting actively.

ebdem

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Re: Buffett/Berkshire - general news
« Reply #1423 on: January 13, 2020, 10:05:12 AM »
Hello,

I had the nice opportunity to film a lecture by Greggory Warren from Morningstar. He has been analyzing Berkshire for a long time and is also part of the panel of questioners at the Annual Meeting. That's why he knows how to ask Warren Buffett good questions and tells some of the behind-the-scenes stories about Warren and Charlie.

Here you can find the video: https://youtu.be/9OGBSNTnFpg

Munger_Disciple

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Re: Buffett/Berkshire - general news
« Reply #1424 on: January 13, 2020, 03:25:33 PM »
Thanks ebdem! I especially enjoyed the Q&A.

ebdem

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Re: Buffett/Berkshire - general news
« Reply #1425 on: January 14, 2020, 12:57:09 AM »
Yes. The points there were very interesting. I will have also an interview with him, where he will give more insights :).

SwedishValue

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Re: Buffett/Berkshire - general news
« Reply #1426 on: January 14, 2020, 03:41:29 AM »
Thanks for sharing! Very worthwhile watch and some new insights for me. When is it recorded?

I found his comments on the 10BN net purchasing activity in q3 to be strange, he should know that the 13-f is out and he should also know that the net purchasing activity was the Occidental deal.

ebdem

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Re: Buffett/Berkshire - general news
« Reply #1427 on: January 14, 2020, 07:13:33 AM »
05. November 2019 at the International Value Investing Conference

SwedishValue

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Re: Buffett/Berkshire - general news
« Reply #1428 on: January 14, 2020, 12:28:51 PM »
Thank you!

In that case I understand the confusion. I was confused myself for some time before reading in the report that the net investments under the three reported categories included the Occidental money.

Dynamic

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Re: Buffett/Berkshire - general news
« Reply #1429 on: January 14, 2020, 02:21:07 PM »
https://www.rationalwalk.com/?p=18732

An interesting review of Cunningham and Cuba's new book A Margin Of Trust about Berkshire's culture