Locator: 44607BRK23.
Five biggest stories coming out of BRK's annual meeting, May 6, 2023:
- largest acquirer of US real estate in 2022: BRK
- BRK's transition from China to Japan
- spooked by China-Taiwan tensions
- Buffett not worried about the Fed; JPow good; US congress bad.
- Buffett: corporate taxes still too low
The next five:
Big stories but we already knew:
- Buffett was not about to acquire OXY;
- Buffett says, of his holdings, Apple is by far the best company: one
- Buffett refutes the meme that AAPL represents 45% of his holdings: one
- Buffett turns 93 years old this year; Charlie Munger is currently 99 years old
One plus one = two.
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Pilot Travel Centers
Folks may want to watch this. This may have been a transformative decision as big as the decision to buy BNSF some years ago and to take a huge stake in AAPL not too long ago.
BRK picked up an incredibly large amount of incredibly valuable real estate.
- Pilot "acquisition": transformative.
- OXY: simply a business decision; temporary.
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