Gustavo Ballvé on May 1st, 2016

The meeting has been over for a few hours now. I wonder whether coming here was worth it, even though I have just reassumed coverage of Berkshire Hathaway for my company. It is still good fun and this year the Brazilian team here was pretty sizable. However, since the webcast appears to have worked well, the expense and […]

Read more about Berkshire Hathaway 2016 annual meeting: photo gallery

Gustavo Ballvé on April 30th, 2016

The Berkshire Hathaway 2016 annual meeting starts in 15 minutes. You can watch it LIVE, for the first time, through Yahoo Finance. Let us hope for good questions!

Read more about The Berkshire Hathaway 2016 annual meeting starts in 15 minutes

Gustavo Ballvé on April 29th, 2016

I am in Omaha, NE, for my fourth Berkshire Hathaway annual shareholders meeting. Stay tuned for more.

Read more about 4th time is the charm: Berkshire Annual Meeting 2016

Quoting Buffett, Munger and Klarman – and others of different areas – is sure to get our attention. When that letter is written by an NBA head coach as a send-off from his job, that is simply impressive.

Read more about Unusual letter to “investors” by former 76ers coach Sam Hinkie

Gustavo Ballvé on February 27th, 2016

I have just finished reading Berkshire Hathaway’s 2015 10-K. The letter to shareholders by Warren Buffett (edited by Carol Loomis) is brilliant, as usual. I have written here about how these two “walk their talk” (Buffett and Munger), and this 51st letter to Berkshire shareholders is another fine example. The section on Productivity is mandatory reading, especially so for Brazilians.

Read more about Berkshire Hathaway 2015 annual report + Munger Residences

Stanford GSB professors surveyed 80 managers of Berkshire Hathaway subsidiaries, giving us an up-to-date look into what these executives think about their parent company – and the way their “oversight” works. The consistency in their answers is astounding.

Read more about A survey of Buffett’s managers – or “Walking the Talk, part 2”

Gustavo Ballvé on March 1st, 2013

Yes, the 2012 Berkshire Hathaway letter is out (in PDF). You know you’ll print this right away (or send it to your e-reader) and read it over the weekend… or even tonight. Good reading!

Read more about 2012 Berkshire Hathaway letter to shareholders

Gustavo Ballvé on August 17th, 2011

Our article in the August 2011 edition of the Valor Investe magazine, discussing the financial education of Warren Buffett. The entire section on Financial Education in this edition is worth the time and couldn’t be more vital today – with the mess in Europe, the US debt/ global banking system imbroglios and general volatility. In a country like Brazil, the lack of concern with financial education is even more worrying. Initiatives such as this one are very important.

Read more about Dividends for a lifetime

Gustavo Ballvé on July 5th, 2011

Charlie Munger’s presentation at the Wesco annual meeting was his solo act, now possibly gone since Berkshire bought the rest of Wesco it didn’t already own. Even so he did a “farewell” meeting and we have a few links on it. Good reading material as always.

Read more about Munger speaks (and writes!)

Gustavo Ballvé on May 3rd, 2011

We provide links to the best stories we’ve found on the web about the 2011 Berkshire Hathaway annual meeting. When reading the stories or watching the videos, always remember to keep an open eye to the writer’s biases, experiences, leanings and incentives – as well as to your own, of course. Also keep in mind the relevant subjects discussed in the meeting that just weren’t given enough media because of the Sokol affair, such as the insurance cycle.

Read more about The Woodstock of capitalism, 2011

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