No. of Recommendations: 14
Texirish,
I have "known" you since 2000 on TMF. (You don't know me). Your truck engine was running, but you hadn't yet engaged. Do you remember? I had already read all shareholder letters from inception to 1999/2000, twice. Phil Fisher - go big. Roger Lowenstein. Other writings. In hindsight? I feel like I/we got lucky.
IMO, the annual meeting today was phenomenal. Like you, I thought Greg got off to a nervous start. But, OMG. The information that he provided in the first session was terrific. And, he made it a point to bring along those who weren't familiar with the "short initials" of the biz. I will be listening to that first session again.
I thought that there was 50 - 100 X s more information provided at the first session of this annual meeting than was provided at prior annual meetings.
And I loved the prior annual meetings!!! And Warren, and Charlie, and BRK.
But I think that Greg nailed it today. Kudos to Warren and Charlie for building BRK and then passing the baton. And kudos to Greg, Ajit, Katie, et al, for taking the torch.
This is going to be an interesting ride.
I loved the annual meeting today. It was superb.
Lethean
ps. I hope that Tode watched the annual meeting today, or that he will watch it shorty. I remember that Tode was VERY disappointed with Greg's first appearance at the BRK annual meeting a few years ago. Today was fantastic, and it was not a "performance". It was the real deal, IMO.
