coffeecaninvestor Posted May 4 Posted May 4 On 5/2/2026 at 9:53 AM, Xerxes said: 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 I think it’s clear Buffett has a lot of admiration for how Tim managed Apple post Jobs, and I think he would like if Greg followed a similar model. Focus on the core businesses, maintain a Fortress balance sheet, buybacks, and bolt on acquisitions. I doubt he thinks Greg needs to make a big swing on a large equity purchase or acquisition unless we see another GFC type draw down or something that serves up a can’t miss opportunity.
dcollon Posted May 4 Posted May 4 My hope is that Greg doesn't make Ajit wear shoulder pads next year. Thanks for all the notes and comments about the meeting. Much appreciated
Munger_Disciple Posted May 4 Posted May 4 6 hours ago, coffeecaninvestor said: I think it’s clear Buffett has a lot of admiration for how Tim managed Apple post Jobs, and I think he would like if Greg followed a similar model. Focus on the core businesses, maintain a Fortress balance sheet, buybacks, and bolt on acquisitions. I doubt he thinks Greg needs to make a big swing on a large equity purchase or acquisition unless we see another GFC type draw down or something that serves up a can’t miss opportunity. +1 I think Buffett's way of saying to Berkshire faithful, "Don't worry; things will work out ok from here."
rogermunibond Posted May 4 Posted May 4 @dcollon I think Warren needs to have Greg and Ajit measured for custom suits from Trands
CassiusKing1 Posted May 5 Posted May 5 Disappointing to see so many comments focused about Ajit's suit. The man's an insurance genius, show some respect. I can grab a meth head off the street and put them in a tailored five piece suit, you want them running the insurance business instead?! Overall, I thought the meeting was great. Detailed discussion about the businesses. The company is in good hands with Greg and team. 1
Whensthepaintdry? Posted May 5 Posted May 5 I really like that he is bringing other managers up to the stage. I feel like putting them in the light and being recognized could drive greater performance. Money only drives people for so far.
Parsad Posted May 5 Posted May 5 5 hours ago, CassiusKing1 said: Disappointing to see so many comments focused about Ajit's suit. The man's an insurance genius, show some respect. I can grab a meth head off the street and put them in a tailored five piece suit, you want them running the insurance business instead?! Overall, I thought the meeting was great. Detailed discussion about the businesses. The company is in good hands with Greg and team. 100%! Just silly. Cheers!
good-investing Posted May 5 Author Posted May 5 On 5/2/2026 at 6:08 AM, John Hjorth said: Thank you for sharing all your Berkshire Hathaway AGM stuff here on CofB&F, Tilman [ @good-investing ] ! My pleasure! It was a great meeting this year. Less people, but more depth and a ton of quality!
dcollon Posted May 5 Posted May 5 Sanjeev and Cassius, I apologize. I think the world of Ajit and the rest of the Berkshire team. His comments and depth of knowledge were and are amazing. I simply thought it looked like he had football shoulder pads on under his suit every once in a while during the meeting. It was just a joke, but obviously didn't come across that way. My fault.
dealraker Posted May 5 Posted May 5 50 minutes ago, dcollon said: Sanjeev and Cassius, I apologize. I think the world of Ajit and the rest of the Berkshire team. His comments and depth of knowledge were and are amazing. I simply thought it looked like he had football shoulder pads on under his suit every once in a while during the meeting. It was just a joke, but obviously didn't come across that way. My fault. Often when in the company of those who aren't aware of my condition or a condition such as mine I will simply quickly state, "So if you see me holding my wine or beer with two hands it's because my tremors are bad today." As you'd expect if there are a bunch of young people around a few will instantly think you have leprosy and immediately run for the exit. Others, the older bunch, generally already have their set of in process body failures and appreciate the alert so they aren't wondering what the heck is going on. For me it is a non-event, not the slightest bit embarrassing at all.
Eldad Posted May 8 Posted May 8 I kind of like that his suit isn’t perfect. I hope he got it on sale and that he drove to the meeting in a Hyundai and stayed at a Motel 6 the night before.
gfp Posted May 8 Posted May 8 38 minutes ago, Eldad said: I kind of like that his suit isn’t perfect. I hope he got it on sale and that he drove to the meeting in a Hyundai and stayed at a Motel 6 the night before. As Warren always liked to remind people, and it's probably true for Ajit as well, "I buy expensive suits. They just look cheap on me." Warren and Ajit operate on the telephone. They can do it in a sweatsuit for all I care
longlake95 Posted May 8 Posted May 8 1 minute ago, gfp said: As Warren always liked to remind people, and it's probably true for Ajit as well, "I buy expensive suits. They just look cheap on me." Warren and Ajit operate on the telephone. They can do it in a sweatsuit for all I care +1
Munger_Disciple Posted May 8 Posted May 8 (edited) 6 hours ago, gfp said: As Warren always liked to remind people, and it's probably true for Ajit as well, "I buy expensive suits. They just look cheap on me." Warren and Ajit operate on the telephone. They can do it in a sweatsuit for all I care I was hugely impressed by Ajit's intellect, clarity of thought, wit & wisdom at the AGM. No wonder Warren thinks so highly of Ajit! What a treasure for Berkshire!! Edited May 8 by Munger_Disciple
Spekulatius Posted May 17 Posted May 17 On 5/5/2026 at 3:04 PM, Parsad said: 100%! Just silly. Cheers! Just having some fun here. Nobody got hurt.
good-investing Posted May 27 Author Posted May 27 I was a bit surprised that there appears to be no transcript of the Berkshire AGM 2026 out there. So, I have created one for you: here is the link.
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