Lotsofcoke

B I N G O

The man who had to think carefully about how to answer 'should humans survive?' has opinions ...

Still undervalued by a significant amount IMO

https://stocks.apple.com/ANSAMnIAJTxqFuuLXjfaxxQ

NU/NYSE

Warren Buffett Defends the ‘Giving Pledge’ Against Peter Thiel The 94-year-old still has time to defend his belief that the wealthy have an obligation to make society better. EXPERT OPINION BY JASON ATEN, TECH COLUMNIST @JASONATEN MAR 22, 2026 https://www.inc.com/jason-aten/warren-buffett-defends-the-giving-pledge-against-peter-thiel/91320529

NU/NYSE

I see my old friend Francois and I have similar views on AI:

sweet. I see Giverny's team has expanded significantly. So happy for Francois and his team. Francois is a class act. Always has been. Same guy he was over 20 years ago. And nice to see J.P> Bouchard is still there... I can't believe he has silver in his hair... I met him when he was just a youngster at Giverny. He's a sharp guy. Great sense of humour. I am not at all shocked by their continued success. Bravo Giverny.

I see what you did there.

As far as I know Buffett is still sitting by his phone waiting to help deploy huge amounts of cash and help Greg however he can.

I should have added that caveat - I suspect it will be base d on. market opportunity as well.

I alway wondered if the Chevron was more for yield....

I like this guy... lol Quoting Charlie: If you mix raisins with turds; you still got turds.

Was Bill Miller a value investor? , the guy who founded Miller Value Investors? I remember him loading up on Amazon when the rest of us were scratching our heads. So your statement that value investors didn't invest in internet stocks isn't quite correct. Amazon was considered an internet stock. Miller saw the potential and felt he could intelligently value those future cash flows. To say value Investors don't invest in XYZ business is a demonstration of a lack of understanding of what exactly value investors do. A value investor will invest in anything cheaper than its value (however they access it). The fact they don't invest in something is a matter of them not being able to value it or it being fully or over valued - and all these assessments, if properly undertaken, employ some manner of risk assessment which Buffett managed by seeking a significant Margin of Safety in his valuations. As for your statement that there is always something better than cash. To say that, you would have to have a circle of competence large enough to value all possible investments. I don't thing I'm smart enough. Maybe you are. But I take comfort that I can recognize the limits of my intellect. At least sometimes anyhow.. A Genius is a Man who knows he is not one. (attributed to Einstein - I heard Warren quote this once)