Gustavo Ballvé on May 4th, 2012
Capital goods, Food for thought, Home, Industries, Insurance, Investment Themes, Portfolio Management, Risk management, Signal or Noise

We are a few hours away from Berkshire Hathaway’s 2012 annual meeting, so I thought I’d post related links – including the Friday-night release of Berkshire’s Q1 2012 earnings and a 30-minute video interview with Charlie Munger (also embedded inside). This is NOT a “live meeting notes”-type post, as I am not there (regrettably) and trust other sources to do a great job. I will still post updates of the most relevant discussions during the day.


CNBC’s take on the Q1 2012 results

MSNBC article on the meeting

Bloomberg’s piece on how Berkshire is trailing the S&P500 for the 3rd straight year – sure, but in the long term… anyway, I won’t even bother rebutting this argument. Go back just one year and see what a difference it would make in this comparison.

TIME’s piece on Brooks Sports’ first appearance as a Berkshire company is interesting as well; and

TIME’s January 2012 interview and profile on Buffett.


Charlie Munger speaks:

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