Saturday, May 6, 2023

BRK -- 1Q23

Locator: 44580BRK. 

Annual meeting.

A reminder:

  • Warren Buffett is 93 years old this year.
  • Charlie Munger is 99 years old.

Earnings.

DNYUZ: big jump in earnings.

CNBC. Bought five Japanese trading houses.

CNBC: live updates.

WSJ: published right after the conclusion of the meeting. By the way, look at the URL at that link.

Three takeaways:

  • Warren Buffett says US corporate taxes are too low; and,
  • Warren Buffett says he doesn't worry about "the Fed."
  • Charlie Munger doesn't buy into a lot of "meme" talk.

One might want to read the transcript to fact check those two takeaways. I'm sure about the second one (re: "the Fed") and I think I'm correct about the first one (re: taxes).

There will easily be 500 links between now and the end of next week with regard to this meeting, so will post only a few select links.

I listened to much of the meeting, not all, and was quite surprised with some of the results.

It might be interesting to see the preview of earnings; here's one link.

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