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Berkshire Hathaway Weekend Articles & Videos


Parsad
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Dear all,

Even if BRKNEWS is now closed I have made an exception this year and posted the following message.

Enjoy ! ;)

Eric

 

Special BRK 2012 AGM

 

Saturday Meeting :

Live coverages

http://www.omaha.com/article/20120505/NEWS01/120509893#live-coverage-berkshire-shareholders-meeting

http://www.fool.com/investing/general/2012/05/05/live-from-omaha-the-berkshire-hathaway-annual-meet.aspx

http://dealbook.nytimes.com/2012/05/05/live-blog-berkshires-2012-annual-meeting/

http://blogs.wsj.com/deals/2012/05/05/live-blogging-buffettpalooza/

http://news.morningstar.com/articlenet/article.aspx?id=549818

http://www.valuewalk.com/2012/05/buffetts-berkshire-hathaway-annual-meeting-qa-session-notes/

http://www.valuewalk.com/2012/05/qa-session-with-warren-buffett-and-charlie-munger-notes-p-2/

(http://www.valuewalk.com/2012/05/brk-mkl-vic-and-more-all-of-our-coverage-links/

http://boards.fool.com/the-berkshire-2012-experience-30016435.aspx

https://twitter.com/#!/search/%23brk2012

http://news.morningstar.com/articlenet/article.aspx?id=548892)

 

Transcripts

http://www.gurufocus.com/news/174684/berkshire-hathaway-shareholder-meeting-notes

3 parts :

http://www.analystforum.com/forums/water-cooler/91311039

http://www.analystforum.com/forums/water-cooler/91311041

http://www.analystforum.com/forums/water-cooler/91311073

 

Videos :

Friday May 4, 2012

(5min) Buffett's Health Not Impacting Zeal for Investing

http://video.foxbusiness.com/v/1620705296001

(More videos http://www.foxbusiness.com/watch/anchors-reporters/liz-claman-bio/

and http://www.cnbc.com/id/47296140)

 

(36 min) Berkshire's Charlie Munger Speaks - CNBC

http://video.cnbc.com/gallery/?video=3000088395

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Here is a good video of an interview with Pat Dorsey (of Sanibel Captiva and formerly of Morningstar) who describes Buffett's discussion of the value of Berkshire.

 

He says Buffett gave more clues than usual as to Berkshire's value.  Pat then does a back of the envelope calculation based on Buffett's clues and puts the value at more than $107 per B share.

 

http://www.morningstar.com/cover/videocenter.aspx?lineup=stocks&id=553021

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Dear all,

 

You will find hereafter a few more links. ;)

 

 

More BRK AGM Notes :

Notes by Peter Boodell

http://www.valuewalk.com/2012/05/berkshire-hathaway-meeting-full-transcript/

 

Notes by Ben Claremon

http://covestreetcapital.com/Blog/wp-content/uploads/2012/05/Notes-from-the-2012-Berkshire-Hathaway-Annual-Meeting.pdf

(http://covestreetcapital.com/Blog/?p=530)

 

 

More Videos :

CNBC (about 119 min video in total) & Transcript: Warren Buffett on Squawk Box

http://www.cnbc.com/id/47322740/

http://www.cnbc.com/id/47322740/print/1/displaymode/1098/

 

Fox (about 51 min video in total) with Warren Buffett, Charlie Munger and Bill Gates

http://www.foxbusiness.com/watch/anchors-reporters/liz-claman-bio/

 

 

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Dear all,

 

You will find hereafter a few more links. ;)

 

 

More BRK AGM Notes :

Notes by Peter Boodell

http://www.valuewalk.com/2012/05/berkshire-hathaway-meeting-full-transcript/

 

Notes by Ben Claremon

http://covestreetcapital.com/Blog/wp-content/uploads/2012/05/Notes-from-the-2012-Berkshire-Hathaway-Annual-Meeting.pdf

(http://covestreetcapital.com/Blog/?p=530)

 

 

More Videos :

CNBC (about 119 min video in total) & Transcript: Warren Buffett on Squawk Box

http://www.cnbc.com/id/47322740/

http://www.cnbc.com/id/47322740/print/1/displaymode/1098/

 

Fox (about 51 min video in total) with Warren Buffett, Charlie Munger and Bill Gates

http://www.foxbusiness.com/watch/anchors-reporters/liz-claman-bio/

 

Great links. 

 

I read the notes from Boodell; excellent coverage.  Close to 29 pages covering 6ish hours of Q&A.  Quite a performance by a couple of guys in their 80's.  I like the format with the analyst questions thrown in the mix.  Buffett was able to answer some specific insurance questions extemporaneously.  Makes me think that the breadth and depth of his knowledge and understanding of BRK's operations may be the really irreplaceable thing about Warren.

 

 

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