On Saturday August 5 Berkshire released its 10-Q report for the second quarter of 2023. Q2 2023 hedge fund letters, conferences and more These are the highlights: Berkshire’s operating earnings rose 7%, with... Read More
Warren Buffett was interviewed for three hours by Becky Quick on CNBC from Tokyo on April 12, 2023 (6 am -9 am ET) Q1 2023 hedge fund letters, conferences and... Read More
Berkshire Hathaway released its 2022 Annual Report and Warren Buffett’s Letter to Shareholders today at 8:00 am ET. Ten highlights are: Q4 2022 hedge fund letters, conferences and more (1) Berkshire’s operating earnings declined by... Read More
(1) Warren Buffett: “When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an... Read More
These are 15 highlights of the Daily Journal (Charlie Munger) annual meeting held on February 15, 2023. Charlie Munger responded to questions submitted by shareholders and asked by Becky... Read More
In an SEC 13F filing after the market closed today, Berkshire Hathaway reported the following changes to its portfolio during the third quarter: Q3 2022 hedge fund letters, conferences and more Initial Purchases Taiwan... Read More
(1) Berkshire’s third quarter operating earnings were up 20%. Berkshire reported a $962 million loss on insurance underwriting. Geico had the largest loss among its insurance businesses, with a... Read More
After the market closed today, Berkshire Hathaway filed its SEC Form 13F for the second quarter of 2022. Q2 2022 hedge fund letters, conferences and more New Equity Positions None Increases in Equity Positions (1) Occidental... Read More
These are 6 highlights of Berkshire Hathaway’s 2022 second quarter earnings report. Q2 2022 hedge fund letters, conferences and more (1) Berkshire Hathaway’s operating earnings increased by 39% in the second quarter... Read More
From the February 25, 2022 Occidental Petroleum earnings call: Occidental Petroleum CEO Vicki Hollub: Occidental “will invest in our highest-return assets to generate long-term sustainable free cash flow. The long-term sustainability of... Read More
These are 10 highlights of Warren Buffett’s interview by Charlie Rose (released on April 14, 2022). (In the order that they were discussed) (1) It is very important to choose... Read More
“Charlie Munger Speaks at the Daily Journal’s Annual Shareholder’s Meeting” Interview of Charlie Munger by CNBC’s Becky Quick, who selected and read a pair of questions from me. Q4 2021... Read More
The following are the major changes made to Berkshire Hathaway’s stock portfolio during the third quarter of 2021. Q3 2021 hedge fund letters, conferences and more New Positions: (1) Royalty Pharma plc... Read More
Did Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) sell its shares in StoneCo Ltd (NASDAQ:STNE) during the third quarter? BRK purchased an 11% stake in STNE at its IPO in Oct.... Read More
Berkshire Hathaway released its SEC 13F filing for the second quarter of 2021 after the market closed today. Q2 2021 hedge fund letters, conferences and more The major changes were: Reduced Stakes (1)... Read More
mpanies in 2020 went public through mergers with SPACs. The momentum continued, and even ramped up, in the early part of 2021 with 300 SPAC-merger filings in the first... Read More
Berkshire Hathaway released its SEC 13F filing for the first quarter of 2021 after the market closed today. Q1 2021 hedge fund letters, conferences and more The major changes were: Reduced Stakes ... Read More
These are the highlights of the 2021 Berkshire Hathaway annual meeting. Q1 2021 hedge fund letters, conferences and more (Note: The two shareholder proposals relating to (1) climate change, and (2)... Read More
Berkshire Hathaway released its 2021 first quarter report this morning. The highlights are: Q1 2021 hedge fund letters, conferences and more (1) Operating earnings up 19.5% (2) Cash on March 31, 2021... Read More
Li Lu was interviewed for 2 hours by Bruce Steinwald of Columbia Business School. This interview was streamed on YouTube on April 9, 2021. The 5 highlights were: Q1 2021... Read More
Warren Buffett released his 2020 Letter to Shareholders of Berkshire Hathaway this morning. The 10 highlights are: Q4 2020 hedge fund letters, conferences and more (1) Main takeaway of Warren Buffett’s... Read More
After the market closed today, Berkshire Hathaway filed its SEC 13F which revealed the following major changes to its stock portfolio during the fourth quarter of 2020: Q4 2020 hedge... Read More
