kiwing100

FYI, ICYMI 14 min video https://www.cnbc.com/2018/05/04/warren-buffett-obsessing-over-iphone-x-sales-in-the-near-term-totally-misses-the-point-on-apples-stock.html

Dynamic, Many thanks to you for sharing this.

FYI, http://www.tilsonfunds.com/BRK.pdf

Thank you Liberty. "I had a class last week with 11 schools, 220 students." - wondering if anyone seen a transcript of this?

The discussion of the business units was not included in the Chairman's letter as in prior years. The discussion of the business units was covered in another part of the annual report - that was referred to in the Chairman's letter. "For many years, this letter has described the activities of Berkshire’s many other businesses. That discussion has become both repetitious and partially duplicative of information regularly included in the 10-K that follows the letter. Consequently, this year I will give you a simple summary of our dozens of non-insurance businesses. Additional details can be found on pages K-5 – K-22 and pages K-40 – K-50."

FYI WEB on CNBC Monday 26 Feb 2018 6:00AM to 9:00AM ET https://www.facebook.com/SquawkCNBC/photos/a.518355554845918.133524.514795918535215/2040417319306393/?type=3&theater

ICYMI https://www.oaktreecapital.com/docs/default-source/memos/latest-thinking.pdf

Abel's expertise and experience is managing existing non insurance operations. Potentially using the cash generated from those operations to invest capital in future to make acquisitions of controlled businesses (particularly large infrastructure type businesses). Most likely he will be aided by Ted and Todd in capital allocation. Jain's area of expertise is capital raising to further finance those acquisitions in the form of generating low cost float and managing and pricing the underwriting risk, and insurance business.

* BERKSHIRE HATHAWAY INC - GREGORY E. ABEL AND AJIT JAIN WERE THEN ELECTED TO SERVE AS DIRECTORS TO FILL RESULTING VACANCIES ON BOARD OF DIRECTORS * BERKSHIRE HATHAWAY - ON JAN 9, BOARD VOTED TO INCREASE NUMBER OF DIRECTORS COMPRISING ENTIRE BOARD OF DIRECTORS FROM TWELVE TO FOURTEEN​ * BERKSHIRE HATHAWAY INC - BUFFETT AND CHARLES T. MUNGER, VICE CHAIRMAN OF BERKSHIRE HATHAWAY WILL CONTINUE IN THEIR EXISTING POSITIONS​ * BERKSHIRE HATHAWAY INC - BUFFETT APPOINTED ABEL TO BE BERKSHIRE VICE CHAIRMAN - NON-INSURANCE BUSINESS OPERATIONS * PRESS RELEASE - BERKSHIRE HATHAWAY INC. NEWS RELEASE * BERKSHIRE HATHAWAY INC - BUFFETT APPOINTED JAIN TO BE BERKSHIRE HATHAWAY‘S VICE CHAIRMAN - INSURANCE OPERATIONS

FYI, Buffett going to be on CNBC at 0800 ET with Becky Quick.

FYI, headline on CNBC.

Liberty, Thank you very much for sharing this.

Reminder of another perspective on valuations - https://www.gurufocus.com/stock-market-valuations.php

http://undergroundvalue.blogspot.hk/2009/03/

For those of you who follow Howard Marks of Oaktree Capital https://www.fuw.ch/article/nobody-knows-what-will-happen/

Another link to a clip of the interview on Fox - http://video.foxbusiness.com/v/5558175682001/?#sp=show-clips

Link to interview with Bloomberg - https://www.bloomberg.com/news/videos/2017-08-30/warren-buffett-on-investments-and-income-inequality-video Link to interview with CNBC - https://www.cnbc.com/video/2017/08/30/warren-buffett-speaks-to-cnbc.html

Link to transcript http://www.cnbc.com/2017/02/27/billionaire-investor-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box.html

http://www.berkshirehathaway.com/letters/2016ltr.pdf

Jobyts - many thanks to you for sharing.

FYI, WEB on CNBC on Monday 27 Feb from 6.00am to 9.00am ET after release of BRK annual letter. Also there is an opportunity to submit your questions. To submit questions, use the hashtag #AskWarren on Twitter and Facebook. Viewers can also submit video questions by tweeting clips to @CNBC or sharing videos on Facebook using the #AskWarren. http://www.cnbc.com/2017/02/16/legendary-investor-warren-buffett-to-join-cnbcs-becky-quick-for-a-special-edition-of-squawk-box-on-monday-february-27-6am-9am-et.html

Is anyone else having difficulty accessing the full article?

See link for handout: https://www.dropbox.com/s/tfwhsgo6n45iasv/DJCO%202017.pdf?dl=0 Also, I came in late and wasn't able to grab the annual report. If someone has it, would you mind posting Munger's Chairman's Letter? Thanks. Poor Charlie, Thank you for posting the link to the document.

Thank you Schwab711 for sharing the links.

FYI, looks like it was streamed live by CNBC.com - available to CNBC.com pro subscribers only. Full replay available later - not sure if free to all or only available to CNBC.com pro subscribers. http://www.cnbc.com/2017/02/15/watch-live-charlie-munger-speaks-at-the-daily-journal-annual-meeting.html NOTE: The live stream has now ended...check back shortly for a full replay of this exclusive event.