good-investing Posted March 3 Posted March 3 Yesterday, Berkshire shared the schedule of the Annual Meeting 2026. It looks similar to the AGM 2025. These are the differences: Buffett is not on stage. Greg is sharing it with other operators at Berkshire. The Q&A starts later at 8:30 instead of 8:00 AM. The break is at 10:45 instead of 10:30 and takes 60 instead of 30 minutes. Greg will also be joined by Katie Farmer (BNSF) and Adam Johnson (NetJets). How do you like the new schedule? I think the addition of the extra operators is great. I have also put together my AGM guide again for everyone going. There is also an AI chat version, if you prefer that. Hope to see you in Omaha! shareholdereventinfo.pdf
good-investing Posted March 3 Author Posted March 3 6 hours ago, CassiusKing1 said: Hotel is already booked. Wife and I will be there. Great to hear that! I hope you have a great time
good-investing Posted March 14 Author Posted March 14 The credential request form has just been released. You can now order your tickets.
CassiusKing1 Posted April 15 Posted April 15 Surprised to see reservations available at Gorat's for Thursday and Friday nights. Is there something I need to know before I book a table?
good-investing Posted April 17 Author Posted April 17 On 4/15/2026 at 4:18 PM, CassiusKing1 said: Surprised to see reservations available at Gorat's for Thursday and Friday nights. Is there something I need to know before I book a table? It is just less demand this year. There a better restaurants in Omaha. Aside from that, enjoy the experience!
good-investing Posted April 27 Author Posted April 27 I have put together some records of the Berkshire Hathaway Annual Meeting before the Buffett era officially ends. I hope you enjoy them: https://www.good-investing.net/2026/04/26/berkshire-hathaway-annual-meeting-records/
Charlie Posted May 1 Posted May 1 Warm-up for the Berkshire Annual Meeting. https://www.cnbc.com/video/2026/05/01/watch-cnbcs-full-interview-with-berkshire-ceo-greg-abel.html?&qsearchterm=greg abel Cheers!
73 Reds Posted May 1 Posted May 1 15 minutes ago, Charlie said: Warm-up for the Berkshire Annual Meeting. https://www.cnbc.com/video/2026/05/01/watch-cnbcs-full-interview-with-berkshire-ceo-greg-abel.html?&qsearchterm=greg abel Cheers! So, the prices of MKL tanked and Fairfax tanked after earnings. Is Berkshire going to make a trifecta? Monday could be a lot of fun if you have cash ready to deploy. Haven't bought anything yet but locked and loaded.
Charlie Posted May 1 Posted May 1 27 minutes ago, 73 Reds said: So, the prices of MKL tanked and Fairfax tanked after earnings. Is Berkshire going to make a trifecta? Monday could be a lot of fun if you have cash ready to deploy. Haven't bought anything yet but locked and loaded. Apple beat expectations, Coca-Cola beat expectations, Alphabet beat expectations. Great business seems to do very well. The nature of a great business modell is, that it works very well.
Blake Hampton Posted May 1 Posted May 1 (edited) I'm 100% certain that Mr. Abel will be a great manager for Berkshire, but goddamn it if I'm not sad that Buffett won't be on that stage tomorrow. I heard someone say that we shouldn't expect Greg to sit up there and opine about the world like Buffett did. And it's so sad to me because I think that's exactly what the world needs right now more than ever. Buffett's wisdom will be so sorely missed. God bless that man. Edited May 1 by Blake Hampton
Xerxes Posted May 1 Posted May 1 The interview the Berkshire director is interesting. She pretty much explains what everyone should have known by now. the era of tweaking the stock portfolio at the margins, and generating 13F “breaking the news” cycle was the gimmick of the earlier Buffett era. There are a large block of security holdings outside the operating businesses, the 4x4 that Greg outlined. Those are stable. Focus is on running the main engine. Creating a BNFS worth of earning every year if job is well done.
John Hjorth Posted May 2 Posted May 2 16 hours ago, 73 Reds said: So, the prices of MKL tanked and Fairfax tanked after earnings. Is Berkshire going to make a trifecta? Monday could be a lot of fun if you have cash ready to deploy. Haven't bought anything yet but locked and loaded. Yes, @73 Reds, It would be nice. I also have some cash earmarked by now for such specific purpose, right now. I've been picking up a bit as of lately, not much though.
John Hjorth Posted May 2 Posted May 2 On 3/3/2026 at 8:29 AM, good-investing said: Yesterday, Berkshire shared the schedule of the Annual Meeting 2026. It looks similar to the AGM 2025. These are the differences: Buffett is not on stage. Greg is sharing it with other operators at Berkshire. The Q&A starts later at 8:30 instead of 8:00 AM. The break is at 10:45 instead of 10:30 and takes 60 instead of 30 minutes. Greg will also be joined by Katie Farmer (BNSF) and Adam Johnson (NetJets). How do you like the new schedule? I think the addition of the extra operators is great. I have also put together my AGM guide again for everyone going. There is also an AI chat version, if you prefer that. Hope to see you in Omaha! shareholdereventinfo.pdf 33.18 kB · 28 downloads On 3/3/2026 at 9:19 PM, good-investing said: Great to hear that! I hope you have a great time On 3/14/2026 at 12:02 PM, good-investing said: The credential request form has just been released. You can now order your tickets. On 3/23/2026 at 11:43 PM, good-investing said: And here are the eBay tickets, too. On 4/27/2026 at 4:39 PM, good-investing said: I have put together some records of the Berkshire Hathaway Annual Meeting before the Buffett era officially ends. I hope you enjoy them: https://www.good-investing.net/2026/04/26/berkshire-hathaway-annual-meeting-records/ Thank you for sharing all your Berkshire Hathaway AGM stuff here on CofB&F, Tilman [ @good-investing ] !
Charlie Posted May 2 Posted May 2 Here we go: https://www.berkshirehathaway.com/news/may0226.pdf Cheers!
backtothebeach Posted May 2 Posted May 2 Only $234M of buybacks, Greg not stepping on the accelerator (yet).
KPO Posted May 2 Posted May 2 Just now, backtothebeach said: Only $234M of buybacks, Greg not stepping on the accelerator (yet). I think they hit a blackout period shortly after the announced purchase. Will be interesting to see what he does from here, particularly with the cash pile growing every day.
John Hjorth Posted May 2 Posted May 2 2 minutes ago, backtothebeach said: Only $234M of buybacks, Greg not stepping on the accelerator (yet). Just now, KPO said: I think they hit a blackout period shortly after the announced purchase. Will be interesting to see what he does from here, particularly with the cash pile growing every day. Berkshire Hathway - SEC Filing [May 2nd 2026] : 2026Q1 10-Q
treasurehunt Posted May 2 Posted May 2 46 minutes ago, John Hjorth said: Berkshire Hathway - SEC Filing [May 2nd 2026] : 2026Q1 10-Q Berkshire sold $24B of equities in the quarter, and bought $15.9B. That's a lot of activity! I assume the sales are from Todd Combs' portfolio; do we know yet what they might have bought?
Xerxes Posted May 2 Posted May 2 For a moment I thought Buffett was honouring T&T when he said he wanted to note a 10 year anniversary when he placed 10% of company investment …. Nah … Tim Apple
CorpRaider Posted May 2 Posted May 2 (edited) OH he's getting way in the weeds. Meeting individually with the GEICO tech people. I bought the decentralization/Roman empire stuff. Edited May 2 by CorpRaider
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