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CassiusKing1

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CassiusKing1 last won the day on May 6

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About CassiusKing1

  • Birthday 07/08/1974

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  1. I can't really fault WEB. His primary focus was continuity and making sure that with what time's left he is grooming and educating Greg as much as he can. I think the investment in Japanese trading companies where he took Greg along is a prime example. WEB, as he should have been, was focused on the transition. If that goes wrong, none of the investments really matter.
  2. Still plenty of cash on the books and more coming to Omaha on a daily basis. I'm happy to see the activity. Just hope there have been equally substantial buybacks happening at the same time.
  3. Then no. Berkshire is not for you.
  4. Can't say I love seeing the Delta buy. We'll chalk this one up to a short term trade, don't expect to see it on the books too long.
  5. https://www.cnbc.com/2026/05/06/berkshire-hathaway-mclane-autonomous-freight-trucking-aurora.html Very interesting development. Didn't have this on my BRK bingo card. Autonomous freight introduction. Does this lead to an electric fleet? An electric fleet that is charged at Pilot/Flying J?
  6. If Greg and Warren agreed to stock buybacks at an average of $486/B share, then hopefully they like the current price of $465!
  7. Disappointing to see so many comments focused about Ajit's suit. The man's an insurance genius, show some respect. I can grab a meth head off the street and put them in a tailored five piece suit, you want them running the insurance business instead?! Overall, I thought the meeting was great. Detailed discussion about the businesses. The company is in good hands with Greg and team.
  8. Surprised to see reservations available at Gorat's for Thursday and Friday nights. Is there something I need to know before I book a table?
  9. He looked better during this interview than the last time we saw him. Still praising Greg. Although the Epstein talk was squeamish. And agreed @gfp, loved him laughing off this "decline" as a buying opportunity or presenting great value, lol.
  10. BRK is trading back at the $485 level. Will be very curious to see what the volume of buybacks has been since it was announced.
  11. Tough crowd. Between Greg's first letter to shareholders on Saturday to these announcements today, I consider them home runs and should alleviate everyone's nervousness about the "change" at Berk. He's doing things that have been asked, aligning himself with shareholders in all in on stock, utilizing the mountain of cash and doing buybacks and writing several pages letting everyone know the culture, philosophy and management will be the same going forward. Not much more to ask for in a week.
  12. We have our Guy! Berk is going to be just fine going forward.
  13. Hotel is already booked. Wife and I will be there.
  14. Curious as well to see if there was any buyback nibbling done in the $470's.
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