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Buffett interview on the David Rubenstein show


kiwing100
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I liked his comment about railroads & the Cubs (I guess he was counting on them & BNSF to win.)

 

Was the investment banker who he let get the last nickel out of him on the AEL deal Lazard?

 

(I love the way he's taking former divs at the former AEL & plowing them into CAPEX (does this significantly change the competitive landscape & can we expect to see slower dividend growth in utilities as a result?)

 

My biggest takeaway (besides seeing a good human being talk) was the way he spoke of writing a story about a company as part of the research process.

 

Oh; and that someone should get him an iPhone for Christmas...

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I liked his comment about railroads & the Cubs (I guess he was counting on them & BNSF to win.)

 

Was the investment banker who he let get the last nickel out of him on the AEL deal Lazard?

 

(I love the way he's taking former divs at the former AEL & plowing them into CAPEX (does this significantly change the competitive landscape & can we expect to see slower dividend growth in utilities as a result?)

 

My biggest takeaway (besides seeing a good human being talk) was the way he spoke of writing a story about a company as part of the research process.

 

Oh; and that someone should get him an iPhone for Christmas...

 

The story part was for me the biggest takeaway as well and how he keeps it simple (no complicated analysis with excel sheets).

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