Graham Osborn Posted January 3, 2018 Share Posted January 3, 2018 Thread for events around the meeting. Look forward to seeing folks there! Link to comment Share on other sites More sharing options...
EricSchleien Posted January 3, 2018 Share Posted January 3, 2018 Likewise! Link to comment Share on other sites More sharing options...
LongTermView Posted January 3, 2018 Share Posted January 3, 2018 Yes, it will be great to see everyone. 8) Link to comment Share on other sites More sharing options...
ValueMaven Posted January 4, 2018 Share Posted January 4, 2018 If you want to carpool from NYC and try and keep expenses VERY, VERY low, PM me...I will be driving out... Sincerely, ValueMaven Link to comment Share on other sites More sharing options...
Graham Osborn Posted January 9, 2018 Author Share Posted January 9, 2018 If you want to carpool from NYC and try and keep expenses VERY, VERY low, PM me...I will be driving out... Sincerely, ValueMaven That's the spirit! Here in Atlanta direct flights on Delta are not too bad. But given all the New Yorkers going to the meeting you might be able to rent a bus - and call it the "BerBus." Link to comment Share on other sites More sharing options...
Seanzy Posted April 13, 2018 Share Posted April 13, 2018 Guys I would like to go to the meeting for my first time, although I've researched Buffett for eleven years. I am trying to get there from the San Francisco Bay Area and find lodging as cheaply as possible. Any advice? Thank you! Link to comment Share on other sites More sharing options...
EricSchleien Posted April 13, 2018 Share Posted April 13, 2018 Guys I would like to go to the meeting for my first time, although I've researched Buffett for eleven years. I am trying to get there from the San Francisco Bay Area and find lodging as cheaply as possible. Any advice? Thank you! AirBnB Link to comment Share on other sites More sharing options...
voyager Posted April 27, 2018 Share Posted April 27, 2018 If anyone is still looking for a place to stay, I can offer an extra non-refundable room we booked for a negotiable price. It's this one: Homewood Suites by Hilton, Omaha Downtown, 1314 Cuming Street, Omaha, NE 68102 Link to comment Share on other sites More sharing options...
Guest longinvestor Posted April 28, 2018 Share Posted April 28, 2018 I too can accommodate 1 person in an apartment rental which is walking distance from the market and CenturyLink venue. Available Thursday, Friday and Saturday nights. We’re five and it’s a six bed unit. PM me. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 4, 2018 Author Share Posted May 4, 2018 We’re making this the “AirBnb of Omaha” thread :) Hope you all had a good flight in! Link to comment Share on other sites More sharing options...
slkiel Posted May 4, 2018 Share Posted May 4, 2018 We'd love to see those in Omaha at our investor day event immediately after the Saturday meeting. Arquitos Capital, Alluvial Fund, Ironwood Fund, and Bonhoeffer Fund will be presenting. Feel free to stop by, even if just for a few minutes. Additional details below: May 5, 2018, 4pm-6pm local time Hilton Hotel, Murray Conference Room (second floor)— 1001 Cass St., Omaha, NE 68102 https://medium.com/@WOAM/investor-day-presentation-may-5-2018-28b71e38ca3a Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted May 4, 2018 Share Posted May 4, 2018 Here's a preview - https://www.cnbc.com/video/2018/05/04/buffett-interview-.html Interesting comments for me were.. The economy is growing slightly faster than in previous years. Charlie and Warren have only met once in the last 2 years. Warren seems to like Apple a lot. Warren also seems to think that USG should look at a "strategic alternative" - in other words, he does not like the business in the long-term, he would be happy to be bought out. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 Sitting up in the nosebleed section waiting for the movie. Happy posting everyone! Link to comment Share on other sites More sharing options...
wolverine890 Posted May 5, 2018 Share Posted May 5, 2018 Up in the nosebleeds, too. What time do you floor people arrive? Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 When you think about it, Berkshire is now buying the only higher-earning nonfinancial company than itself. There isn’t much left to buy in the public markets - regardless of what the market does - that can really make a dent. I guess they could buy some Aramco. They might by some Google sooner or later. But for really big companies, public or private, the number of candidates looks pretty slim. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 Up in the nosebleeds, too. What time do you floor people arrive? Apparently Berkers are now paying Omahans to camp out overnight to save their spots. That’s crazy - I don’t care how rich he is. And there is a kid next to me holding a giant poster of Charlie Munger’s head. Link to comment Share on other sites More sharing options...
Gamecock-YT Posted May 5, 2018 Share Posted May 5, 2018 this girl doing interviews on the yahoo broadcast is really bad at it. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 Dynamic duo coming out.. Link to comment Share on other sites More sharing options...
Jurgis Posted May 5, 2018 Share Posted May 5, 2018 OK, let's get elephant into the room: Buffett looks tired. :-\ Link to comment Share on other sites More sharing options...
Jurgis Posted May 5, 2018 Share Posted May 5, 2018 "Everybody knew that America will win the war" - talk about a backwards looking fallacy... I'm superglad they did. But was it guaranteed? What were the real American win predictions in 1942? Edit: Let's invert. "Everybody knew that Germany will win the war" in 1942. What would an investment into German stock be worth now? ::) Link to comment Share on other sites More sharing options...
Jurgis Posted May 5, 2018 Share Posted May 5, 2018 Not a bad PCP question. :) Link to comment Share on other sites More sharing options...
LounginMKL Posted May 5, 2018 Share Posted May 5, 2018 OK, let's get elephant into the room: Buffett looks tired. :-\ Looks like he woke up a bit as time progresses. He must've been tired from buying all these AAPL stocks. Link to comment Share on other sites More sharing options...
Jurgis Posted May 5, 2018 Share Posted May 5, 2018 Not a bad PCP question. :) So far IMO Jonathan Brandt is asking the best questions. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 "Everybody knew that America will win the war" - talk about a backwards looking fallacy... I'm superglad they did. But was it guaranteed? What were the real American win predictions in 1942? Edit: Let's invert. "Everybody knew that Germany will win the war" in 1942. What would an investment into German stock be worth now? ::) I have to agree with you on that. If Hitler hadn’t ejected Jewish quantum physicists, they might have built the fission bomb for the Third Reich - and I think we all know what Hitler would have done to each and every Allied nation that did not “surrender unconditionally” once he was so equipped. Every nation that is born must die, and investors must consider that in their personal calculations. I for one know that my calculations do not align 100% with Uncle Sam’s. But I think if I’d been there I would have bet on the US too - who wants to bet in a nation that nationalizes industry. And if you’re wrong, you’re screwed anyway. That said, i am looking for ways to bet on Asia-Pacifc once the securities regulations firm up. 300 years ago it was said that “the sun never sets in the British Empire.” Now, Britain is little more than a flyspeck on the economic landscape. WW2 devastated the UK economically and paved the way for the US to steal market share. Link to comment Share on other sites More sharing options...
Graham Osborn Posted May 5, 2018 Author Share Posted May 5, 2018 I think it’s interesting that both Buffett and Munger don’t seem repelled by the structural/ regulatory risk of Chinese securities. Then again, I guess BYD hasn’t had a lot of sequels this far. Link to comment Share on other sites More sharing options...
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