gfp Posted March 31 Posted March 31 New Buffett interview and video snip - https://www.cnbc.com/2026/03/31/warren-buffett-says-hes-still-making-calls-on-investments-at-berkshire-flags-tiny-new-buy.html
gfp Posted March 31 Posted March 31 1 minute ago, MungerWunger said: When the world is in turmoil, he appears on CNBC to tell the world, "we're not even close to panic prices you pussies"
WFF Posted March 31 Posted March 31 25 minutes ago, gfp said: New Buffett interview and video snip - https://www.cnbc.com/2026/03/31/warren-buffett-says-hes-still-making-calls-on-investments-at-berkshire-flags-tiny-new-buy.html Glad to see he is well and doing lunches. 16 minutes ago, gfp said: tell the world, "we're not even close to panic prices you pussies" Hahaha, yes! Now the speculation is… what’s that tiny purchase
gfp Posted March 31 Posted March 31 5 minutes ago, WFF said: Now the speculation is… what’s that tiny purchase Wild man Buffett went out of his comfort zone to buy a 2 year note at 4% before yields fell back - he's gone rogue
Whensthepaintdry? Posted March 31 Posted March 31 I mean they were buying Len, pool, and dpz at higher prices. Maybe they will keep on nibbling.
CassiusKing1 Posted March 31 Posted March 31 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.
John Hjorth Posted March 31 Posted March 31 1 hour ago, gfp said: New Buffett interview and video snip - https://www.cnbc.com/2026/03/31/warren-buffett-says-hes-still-making-calls-on-investments-at-berkshire-flags-tiny-new-buy.html I have to say, he looks like he has had a minor stroke in the left side of the brain, affecting the right side of his face, especially his right eye.
mengan Posted March 31 Posted March 31 https://pdl-iphone-cnbc-com.akamaized.net/7000408353/29ad3e00-2d02-11f1-8f86-c1d0de0e2279/1774962249-44934765529-hd_L.mp4 Nvm, found it
mengan Posted March 31 Posted March 31 Lmao, Warren is adjusting limit buy/sell orders every day before market opens.
rogermunibond Posted March 31 Posted March 31 24 minutes ago, John Hjorth said: I have to say, he looks like he has had a minor stroke in the left side of the brain, affecting the right side of his face, especially his right eye. Could be Bell's palsy or other non-stroke neurologic event.
kiwing100 Posted March 31 Posted March 31 26 minutes ago, mengan said: https://pdl-iphone-cnbc-com.akamaized.net/7000408353/29ad3e00-2d02-11f1-8f86-c1d0de0e2279/1774962249-44934765529-hd_L.mp4 Nvm, found it Thank you for sharing this Mengan.
John Hjorth Posted March 31 Posted March 31 2 hours ago, rogermunibond said: Could be Bell's palsy or other non-stroke neurologic event. Thank you, Roger [ @rogermunibond ], Right. And when you reach a certain age, you live with what the bag of life is furnishing you, well aware there has to be a cause of death in the very end.
Eldad Posted March 31 Posted March 31 2 hours ago, mengan said: Lmao, Warren is adjusting limit buy/sell orders every day before market opens. I would love to see said sheet that he updates daily. Reminds me of the worksheets he and Walter used to do for Ben Graham. 1/365th of average book value increase and change the multiple based on the 10 year. Something to keep you out of bars when you can’t buy much for years I guess.
Eldad Posted March 31 Posted March 31 Warren, like other old folks, receives scam calls all day except his are from investment bankers instead of a Nigerian prince.
mengan Posted March 31 Posted March 31 33 minutes ago, Eldad said: I would love to see said sheet that he updates daily. Reminds me of the worksheets he and Walter used to do for Ben Graham. 1/365th of average book value increase and change the multiple based on the 10 year. Something to keep you out of bars when you can’t buy much for years I guess. Backward looking worksheets never end well. I hope he is also adjusting them based on forward looking IRR expectations based on conservative "projections".
Eldad Posted March 31 Posted March 31 12 minutes ago, mengan said: Backward looking worksheets never end well. I hope he is also adjusting them based on forward looking IRR expectations based on conservative "projections". Ha I doubt it. I guess that’s why he spends most of the time finding the predictable ones.
Charlie Posted April 1 Posted April 1 The transcript of the recent Buffett interview: https://www.cnbc.com/2026/03/31/cnbc-exclusive-transcript-berkshire-hathaway-chairman-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today.html Cheers!
gfp Posted April 2 Posted April 2 (edited) Berkshire is back in the JPY bond market doing a refinance & a little extra of that cheap cheap yen to pay for Tokio Marine https://www.sec.gov/Archives/edgar/data/1067983/000119312526138654/d81172d424b5.htm "We expect to use the net proceeds of this offering to refinance the 2026 Senior Notes, and any remaining net proceeds to finance in part our acquisition of a minority stake in Tokio Marine. This offering is not contingent upon our investment in Tokio Marine. Certain of the underwriters and/or their affiliates may own the 2026 Senior Notes and, as a result, may receive a portion of the net proceeds from this offering." edit: You don't see too many companies, in the middle of a war no less, that are so confident their bond offering will go off without a hitch that they file a preliminary prospectus TWO WEEKS before the bonds they are refinancing mature... "We expect to use the net proceeds of this offering to refinance our 0.173% Senior Notes due 2026 (¥40,000,000,000 aggregate principal amount) that are maturing on April 15, 2026 and our 0.907% Senior Notes due 2026 (¥93,900,000,000 aggregate principal amount) that are maturing on April 20, 2026 (collectively, the “2026 Senior Notes”), and any remaining net proceeds to finance in part our acquisition of a minority stake in Japanese insurer Tokio Marine Holdings (“Tokio Marine”). This offering is not contingent upon our investment in Tokio Marine. Certain of the underwriters and/or their affiliates may own the 2026 Senior Notes and, as a result, may receive a portion of the net proceeds from this offering." Edited April 2 by gfp
John Hjorth Posted April 2 Posted April 2 1 hour ago, gfp said: ... edit: You don't see too many companies, in the middle of a war no less, that are so confident their bond offering will go off without a hitch that they file a preliminary prospectus TWO WEEKS before the bonds they are refinancing mature ... Perhaps that is as many as 'none, zero, zip, nada'.
Eldad Posted April 2 Posted April 2 8 minutes ago, Intelligent_Investor said: Warren visibly slowing down You think? A little maybe but I thought he did great. He is aware of it. “I am not learning new things well” That’s fine, there is more than enough using what he still has I am sure. He reminded me of my pretty old dad when he locked in on private foundation tax policy and wouldn’t let go hahaha. Becky was like Warren this is too boring please move back to Epstein.
Intelligent_Investor Posted April 2 Posted April 2 Physically he seems like he rambles a bit more than before. Probably because his mouth needs to catch up to his brain, which still seems to be sharp as ever.
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