BRK Annual Meeting -- For Fiscal Year 2022 -- Held May 6, 2023 -- IN PROGRESS

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.