longlake95 Posted April 3 Posted April 3 I thought he did a great job. Let’s remember he is 95. He loves this game. If he finds little things to do here and there - that’s a win. He might get busy soon if/when this private credit ballon pops.
KPO Posted April 3 Posted April 3 2 hours ago, longlake95 said: I thought he did a great job. Let’s remember he is 95. He loves this game. If he finds little things to do here and there - that’s a win. He might get busy soon if/when this private credit ballon pops. Timely post: https://www.dfc.gov/media/press-releases/dfc-chubb-announce-additional-american-reinsurance-partners-and-40b-coverage
DooDiligence Posted April 3 Posted April 3 LOL, imagine taking exposure here based on donny's promise that the risk is good. Sure, we'll take a sliver off the end for a gazzilion dollars.
John Hjorth Posted April 3 Posted April 3 4 minutes ago, DooDiligence said: LOL, imagine taking exposure here based on donny's promise that the risk is good. Sure, we'll take a sliver off the end for a gazzilion dollars. 51 minutes ago, KPO said: Timely post: https://www.dfc.gov/media/press-releases/dfc-chubb-announce-additional-american-reinsurance-partners-and-40b-coverage LoLz!, the way the flags and streamers are fluttering in the wind in @KPOs image posted above is quite symptomatic! - - - o 0 o - - - That said, I'm intended to buy more Berkshire next week, - dead serious meant.
KPO Posted April 3 Posted April 3 24 minutes ago, DooDiligence said: LOL, imagine taking exposure here based on donny's promise that the risk is good. Sure, we'll take a sliver off the end for a gazzilion dollars. Yeah, at initial glance I don’t love it, but I’ll give Ajit and team the benefit of the doubt that it’s structured and priced appropriately given the risk.
DooDiligence Posted April 3 Posted April 3 42 minutes ago, KPO said: Yeah, at initial glance I don’t love it, but I’ll give Ajit and team the benefit of the doubt that it’s structured and priced appropriately given the risk. My remark was in no way critical of Ajit. Announcing a consortium of reinsurers is not the same as actually underwriting the risk. I fully expect that he'll continue the same underwriting discipline. The image of Buffett on the Good Ship Berkshire is kind of a funny coincidence though.
Eldad Posted April 3 Posted April 3 AI is so weird. Reminds me of one of those kids puzzles “circle the 10 things wrong with this picture”
DooDiligence Posted April 5 Posted April 5 No takers? https://gcaptain.com/u-s-doubles-hormuz-insurance-backstop-to-40b-in-hopes-of-luring-ships-back/
ValueMaven Posted April 10 Posted April 10 Brooks Running is absolutely booming. I am a huge runner myself - for a long-time Brooks was considered super niche, and not really performance based. Over the last several years they have really upgraded the product-line, stolen share from Nike, and signed some HUGE athletes (top American runner Clayton Young recently btw). Ohio Capital recently posted on X, that he thought Brooks was one of Berkshire's best acquisitions ever.
MungerWunger Posted April 14 Posted April 14 On 4/10/2026 at 3:05 PM, ValueMaven said: Brooks Running is absolutely booming. I am a huge runner myself - for a long-time Brooks was considered super niche, and not really performance based. Over the last several years they have really upgraded the product-line, stolen share from Nike, and signed some HUGE athletes (top American runner Clayton Young recently btw). Ohio Capital recently posted on X, that he thought Brooks was one of Berkshire's best acquisitions ever. ^ Pretty cool thread discussing Berkshire's best and worst investments in MSR I started getting more serious with running recently and it's pretty cool learning that Berkshire owns a decently sized high performance running shoe company
Hektor Posted April 16 Posted April 16 Next Time You Order a Dairy Queen Blizzard, You May Be Talking to AI A chatbot is ready to take your order for a Mint Oreo Blizzard with cheesecake pieces and caramel topping. Dairy Queen began a test with technology company Presto to bring a drive-through chatbot to a handful of its U.S. stores last year, said Kevin Baartman, the company’s executive vice president of information technology. This week, the Berkshire Hathaway owned restaurant chain is expanding the test to several dozen franchised locations out of its 3,000 U.S. and Canadian drive-throughs. https://www.wsj.com/business/hospitality/next-time-you-order-a-dairy-queen-blizzard-you-may-be-talking-to-ai- 59518c93
DooDiligence Posted April 17 Posted April 17 https://fortune.com/article/warren-buffett-accumulating-great-money-doesnt-achieve-greatness-nebraska-home-clips-coupons/
gfp Posted April 18 Posted April 18 Gift link to WSJ article on Abel’s first 100 days https://www.wsj.com/finance/berkshire-hathaway-ceo-greg-abel-first-100-days-a42fcf27?st=LP6W5K&reflink=desktopwebshare_permalink
John Hjorth Posted April 18 Posted April 18 @gfp, There is a part of the article and pics, that hurt me the most to observe - but inevitable : Warren Buffetts geriatric decline - which is also where we all are headed, unless we pass away before - the Highway of Life:
CanadianMunger Posted April 18 Posted April 18 (edited) Indeed John, the pics of Warren brought tears of gratitude to my eye. How lucky were we to have Charlie for 99 and Warren for 95+ years? Edited April 18 by CanadianMunger
John Hjorth Posted April 18 Posted April 18 (edited) 50 minutes ago, CanadianMunger said: Indeed John, the pics of Warren brought tears of gratitude to my eye. How lucky were we to have Charlie for 99 and Warren for 95+ years? Yes, @CanadianMunger , Berkshire Hathaway has within the last almost 15 years been instrumental in improving the living conditions of my family. One layer of generations has passed away, passing on the baton, the next three generations are now Berkshire Hathaway investors! -It's passed on! Edited April 18 by John Hjorth
Spooky Posted April 18 Posted April 18 10 hours ago, gfp said: Gift link to WSJ article on Abel’s first 100 days https://www.wsj.com/finance/berkshire-hathaway-ceo-greg-abel-first-100-days-a42fcf27?st=LP6W5K&reflink=desktopwebshare_permalink Wish the article went into more detail, seemed kinda fluffy.
Munger_Disciple Posted April 18 Posted April 18 (edited) Abel has spent the past year giving priority to learning Berkshire’s insurance business and visiting with Ajit Jain, the brains behind the operation. Jain is expected to continue heading insurance at Berkshire, though the company has developed a succession plan for him, too. “He’s probably going to be at the company for as long as he can,” Buffett said in an interview. The word "probably" concerns me a bit. I would have liked better if Buffett used "almost certainly" or something to that effect. Me hoping Jain stays as long as Buffett running insurance at Berkshire. I am also hoping I am reading too much into this. Edited April 18 by Munger_Disciple
ValueMaven Posted April 18 Posted April 18 give me a break ... people are now literally debating the meaning of single words in this article? Probably vs. Almost Certainly? If you really think this matters - then you shouldnt own Berkshire.
Parsad Posted April 19 Posted April 19 18 hours ago, ValueMaven said: give me a break ... people are now literally debating the meaning of single words in this article? Probably vs. Almost Certainly? If you really think this matters - then you shouldnt own Berkshire. It's not that...I think it's just a bit of an emotional issue for many shareholders around Buffett, his life and what he's meant to people/shareholders. You wouldn't be posting on here if I had not met him 25 years ago...that's just a miniscule tidbit in history. Can you imagine the emotional effect on those whose whole economic circumstances and life he's changed/shaped over the last 70+ years? Once again, I'm one of them too! On 4/17/2026 at 7:31 PM, CanadianMunger said: Indeed John, the pics of Warren brought tears of gratitude to my eye. How lucky were we to have Charlie for 99 and Warren for 95+ years? Yup...gratitude...gratitude...gratitude! All I have for the man and others like him who have influenced me! On 4/17/2026 at 8:05 PM, John Hjorth said: Yes, @CanadianMunger , Berkshire Hathaway has within the last almost 15 years been instrumental in improving the living conditions of my family. One layer of generations has passed away, passing on the baton, the next three generations are now Berkshire Hathaway investors! -It's passed on! Yes...led to Fairfax as well for me. Changed my life...both those companies and CEO's! My brother and mother both own Berkshire and Fairfax stock. My niece and nephew own Fairfax stock because I learned about Berkshire long ago. I had first heard about Buffett when I was 15 from my friend who read the original Money Masters. Not sure why he was reading that book at the time, but naturally I didn't really find it that interesting at that age. Never gave it another thought until I was nearly 29! I wish I did, and told my father about Buffett...would have changed his life back then as well. At least we got it right later on! Cheers!
Munger_Disciple Posted April 19 Posted April 19 52 minutes ago, Parsad said: It's not that...I think it's just a bit of an emotional issue for many shareholders around Buffett, his life and what he's meant to people/shareholders. You wouldn't be posting on here if I had not met him 25 years ago...that's just a miniscule tidbit in history. Can you imagine the emotional effect on those whose whole economic circumstances and life he's changed/shaped over the last 70+ years? Once again, I'm one of them too! I echo this terrific comment by @Parsad as a 25+ year shareholder of Berkshire. Warren & Charlie taught me everything I know about business and investing & I am forever grateful to them.
RadMan24 Posted April 21 Posted April 21 On 4/18/2026 at 1:15 PM, Munger_Disciple said: Abel has spent the past year giving priority to learning Berkshire’s insurance business and visiting with Ajit Jain, the brains behind the operation. Jain is expected to continue heading insurance at Berkshire, though the company has developed a succession plan for him, too. “He’s probably going to be at the company for as long as he can,” Buffett said in an interview. The word "probably" concerns me a bit. I would have liked better if Buffett used "almost certainly" or something to that effect. Me hoping Jain stays as long as Buffett running insurance at Berkshire. I am also hoping I am reading too much into this. I think this is exactly true. Jain is getting up there but I believe his health will be the limiting factor, not the fun or interest.
Charlie Posted April 24 Posted April 24 Warren Buffett Found Plenty of Stock Buys Over the Years. Right Now His Company Looks Like One. https://www.barrons.com/articles/buffett-abel-berkshire-hathaway-stock-43f2385f Cheers!
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