Munger’s Revenge, Part V: “It’s a Berkshire Type Company”
Author’s Note: we continue contrasting Warren Buffett’s commentary at the April 30, 2011 annual meeting with David Sokol’s March 31, 2011 CNBC interview, using the Lubrizol proxy as a timeline. This entry starts on the date Soko...
Munger’s Revenge, Part IV: Serious Benjamins
At the Berkshire Hathaway shareholder meeting, continued…“Why did you handle this matter in the inadequate way you did?” This, the first question of the day, is the most direct criticism ever leveled on Warren Buffett from an actual shareh...
Munger’s Revenge Part III: “Inexplicable and Inexcusable”
(With excerpts from “Secrets in Plain Sight: Business and Investing Secrets of Warren Buffett” Available now at Amazon.com)Prelude: From $100 to $62 Billion in 56 Years In May 1956, seven of Warren Buffett’s friends and family m...
Munger’s Revenge, Part II: The Elephant in the Room
It’s only 9:00 a.m. on a quiet Saturday morning, but the Qwest Center in Omaha, Nebraska is full, almost literally to the rafters, and the most widely-attended financial gathering in the world is already underway. 36,000 Berkshire ...
Munger’s Revenge, Part II: The Elephant in the Room
It’s only 9:00 a.m. on a quiet Saturday morning, but the Qwest Center in Omaha, Nebraska is full, almost literally to the rafters, and the most widely-attended financial gathering in the world is already underway. 36,000 Berkshire ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
Berkshire 2011: Munger’s Revenge
Well, some things have certainly changed here in Omaha at the Berkshire Hathaway annual shareholder meeting.Most striking, the crowd seems a trifle thinner than last year—not by a lot, and maybe not at all, but certainly the growth in attendance has ...
