kiwing100 Posted May 4, 2018 Posted May 4, 2018 FYI, ICYMI 14 min video https://www.cnbc.com/2018/05/04/warren-buffett-obsessing-over-iphone-x-sales-in-the-near-term-totally-misses-the-point-on-apples-stock.html
Dynamic Posted May 4, 2018 Posted May 4, 2018 Thank you. I was hoping to find the full interview but only found various short excerpts earlier on!
Ballinvarosig Investors Posted May 4, 2018 Posted May 4, 2018 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.
gfp Posted May 5, 2018 Posted May 5, 2018 Charlie and Warren have only met once in the last 2 years. I believe it was something more like 2-3 times per year. We know they have been together at least once a year because of the annual meeting. And it turns out there is also one off-site directors meeting each year.
Ballinvarosig Investors Posted May 5, 2018 Posted May 5, 2018 Charlie and Warren have only met once in the last 2 years. I believe it was something more like 2-3 times per year. We know they have been together at least once a year because of the annual meeting. And it turns out there is also one off-site directors meeting each year. Apologies, yes, twice in the last year.
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