Berkshire Hathaway Warren Buffett

5 Highlights Of The Berkshire Hathaway Annual Meeting

These are 5 highlights of the Berkshire Hathaway annual meeting:

Q1 hedge fund letters, conference, scoops etc

Berkshire Hathaway Warren Buffett

(1) Apple – Both Warren Buffett and Charlie Munger are very bullish on Apple.  “We like the fact that it is our largest holding” ($54 billion).  They would buy more shares at a lower price.

(2) Amazon – The recent investment by Todd Combs or Ted Weschler is an example that all investing is “value investing”.

(3) Google – Both Buffett and Munger regret not investing in Google at an earlier stage when they were observing the large payments Geico was making to Google for each click as part of its advertising.

(4) Kraft Heinz – Berkshire paid an appropriate price for Heinz but too high a price for Kraft.

(5) Todd and Ted’s portfolios are outperforming Buffett’s portfolio.  In addition, Todd oversaw the launch of Berkshire’s joint project with Amazon and J.P.Morgan Chase to lower their health care costs.  Ted managed Berkshire’s investment in Home Capital Group in 2017.

Article by Dr. David Kass

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 12/31/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others