No. of Recommendations: 28
First welcome back ppant. I've missed you, and I suspect many others have too. Appreciate your comments.
*********
Below are some comments I sent to friends just after the meeting:
"My most enjoyable BRK annual meetings have been those where I got to see you guys, and meet other BRK shareholders.
However, in terms of learning useful info about BRK, I think I got more from this single meeting than all those together from 1998 thru 2025. Warren deliberately, and with great skill, avoided disclosing any significant info about the businesses. Most of what I did learn came from occasional Charlie comments.
So I'm a huge fan of the new meeting format and CEO. I agree with E*** and others, I think Greg did a great job. He started off a little nervous at the beginning when he was trying to bridge the AM move forward while being sure Buffett was acknowledged. But his confidence and command of the facts were totally demonstrated thereafter. He's now in command. He understands where things now stand - good and "gaps" - and is willing to talk about them. And help fix and monitor them.
A company deeds a single leader, it's himself, and he knows his job. At his core, he will run BRK based on good capital allocation for shareholders. In this sense, "capital" includes expenses and thus business performance.
That's my take. I look forward to what others think."
