Saturday, April 30, 2022

Only A Cursory Look At Berkshire Following The Annual Meeting But This Caught My Attention -- April 30, 2022

Berkshire Hathaway increased its holdings of Chevron in 1Q22: multiple sources. From Barron's:


But this from thestreet back in February 14, 2022:


I'll let others sort this out, but if I'm reading this correctly, someone seems to be mistaken. But again, I often misread things.

CVX was trading for about $157 on Friday, at the close, April 29, 2022.

Only two stocks were prominently mentioned at the 2022 annual meeting: Chevron and Activision.

But look at the Chevron headlines:

  • Buffett's Berkshire Hathaway made big bet on energy as first-quarter operating profits edged higher -- Barron's
  • Warren Buffett is betting more on Chevron -- Bloomberg
  • Warren Buffett significantly increases Chevron bet, now in Berkshire's top four positions -- CNBC

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Warren, Charlie On Oil
 

Link here


Some see this as $250-WTI.

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Another Melancholy Evening

Watching Farewell, My Lovely, twice in three nights. 

Another melancholy evening: it has nothing to do with the Bakken, the market. 

They should have filmed Farewell, My Lovely in black-and-white, not color. Color truly ruined it. Other than that, it's a perfect movie. Awards

Exact date movie was set: June 29, 1941. Also, here.

The book was published in 1940.

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Best Chocolate

Bang for buck, Lindt is the best.

Tell me if I'm wrong. Again, talking "bang for buck."

Kate Weiser is best but not for "bang for buck." One doesn't buy Kate Weiser for self; Kate Weiser is for the love of one's life.

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