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.

LINKS:

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.

VIDEO:

Charlie Munger speaks:

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