Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (12) |
Author: Munger_Disciple 🐝  😊 😞
Number: of 21938 
Subject: Re: Worst Annual Meeting Ever
Date: 05/05/25 1:34 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 10
Warren's departure as CEO of course hit an emotional tone for me as it did for all long term shareholders. Ajit especially comes across as off the charts brilliant, kind of like a much younger version of Warren. He knew off the top of his head that Berkshire's cost of float over the last 20 years was -2.2%. Greg was very good when answering operational questions (especially about BHE, right in his wheelhouse) but botched the most important question about capital allocation philosophy. This audience questions were terrible, probably the worst I had ever seen. Warren was rambling a lot especially in the first half, but could be forgiven given his advanced age & impending announcement of his retirement which must have been emotionally very hard for him. I too agree with other posters that we learned very little about the (non) insurance businesses at this meeting.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Munger_Disciple here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (12) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community