No. of Recommendations: 5
I vaguely wondered late last week if there would be an increased interest in shorting BRK, as it was at new highs and with the equity assets marked-to-market, the Monday headlines would be all about BRK's "losses" 2025Q1 compared with prior year.
Now, I'm guessing Monday headlines will be different, and a sugar rush is coming
(Not that it matters in the long run if a gust of wind throws briefly throws off the weighing machine)
--sutton
who hopes WEB will continue to be on stage each May for years to come
misc other factoids:
- when Greg alluded to one of the four Oregon 2020 fires NOT being PacificCorps fault, he was referring to the Beachie Creek/Santiam fire. That implicitly means that they have surrendered any arguments that the other three had another cause than their energized lines
(
https://www.perplexity.ai/search/greg-abel-has-ass... )
- Tim "Apple" aka Tim Cook was in the audience, on the main floor behind the board. I can't imagine a busier man, especially now. That he would sit in the fourth row of an auditorium all morning to listen to someone else talk business is a testament to a really first-caliber CEO.
- our Chairman had See's fudge with him on stage this year, not the peanut brittle (I wouldn't want my 94 yo relative eating peanut brittle either)
