ValueMaven

Disagree - I thought it was an awesome interview ... a lot of interesting insight

They are posting clips on Twitter.... at some point there will be a free video posted on CNBC.com. WEB is as sharp as ever ... it really is unreal to have this genius working for us on our behalf. Great segment with Greg as well.

God has spoken! Thank you @Xerxes

Tim Cook ... that would be awesome

Disagree with #6 ... R&D is a real expense and requires capital. With regards to point #3 - Berkshire would be a great home for CF Industries!

Enjoy!

Love this guy ... he has about ~$100M worth of stock now ... wow ... all out of his own pocket

Ingersoll Rand would be a great addition to the MSR family !! Little overlap with PCC, Marmon, and ISCAR. Great management - and a lot of bolt on M&A they can do.

8 months old. Talks about the Berkshire transaction ...

Added to BRKB in my Roth IRA (retirement account here in the US) at $297 ... personally, anything below $300 on the B's is very attractive to me.

Expect a big rally on this ...

I wonder if BRK is going to do a rescue deal with SIVB? Todd ran a financials fund for sometime ... and it would be similar to what they did with Home Capital? SVB halted pending news (down another -70% premarket) ...

Everytime I look at FFH - I'd default to just wanting to increase my exposure in Markel and Berkshire....

Yes - agreed. The pace of buybacks has been really interesting given the decline in the stock. Capital allocation here is the best in the group IMHO ...

Let's hope BNSF is able to take some market share from UNP Union Pacific also has drawn scrutiny from the Surface Transportation Board, the regulator overseeing U.S. freight railroads. The STB in December held a hearing singling out Union Pacific’s soaring use of embargoes—restrictions that rail operators place on the amount of cargo that can be transported—that the regulator said had sparked complaints from shippers and worsened supply-chain issues. https://www.wsj.com/articles/hedge-fund-seeks-ouster-of-union-pacific-ceo-cdf09e9e?mod=markets_lead_pos5 Soroban+-+Letter+to+Union+Pacific's+Board+of+Directors.pdf Soroban+-+Presentation+to+Union+Pacific's+Board+of+Directors.pdf

Results were not terrible recently - but the space is totally out of favor. They keep buying back stock. It's really interesting to see how this whole space has gone out of favor over the past several quarters.

Yes - great point ... very odd

Letter was unusually short and lacking detail ... even compared to the prior years...honestly, I was a little disappointed! Hope there are a bunch of negative headlines and it trades below $300 - which has always been a buy range for me.

Happy Apple $AAPL Dividend Day to Warren Buffett Warren Buffett's Berkshire Hathaway just received a dividend check for $205,881,319.79 from Tim Cook

Berkshire Hathaway Is Worth How Much? BRK Valuation Masterclass

@Salukiwhat is your source of the Schroeder investing book?

The idea behind Marmon, PCP, and Alleghany - is that all three could do a lot of bolt on deals ... in different industries ... which are immaterial to Berkshire HQ - but overtime could be sizable to the organization. The results are still out on this - but frankly, as mini-serial acquires these have been so-so. Marmon was a solid double, PCP is mixed so far ... and Alleghany is really interesting.

Who cares about any of this stuff where Jain lives?? More interesting is the recent acquisition by Marmon, but only 2 people commented about this. Buffett has said that Jain has created 'more than $50B of value at Berkshire' ... leave the gut alone and let him be!!!

Thank you @gfp the idea is that Marmon, PCP, Alleghany, can do a lot of these 'bolt' on deals ... that overtime it may add up at the Berkshire level.

Chris is extremely thoughtful with his time and is anchored in VALUE. I am a fanboy