I hosted my first reader get-together in Omaha in 2008 when I attended my first Berkshire Hathaway Annual Meeting—less than a dozen of us met in a hotel lobby. Fast forward to last year, and I had to host three sessions. (Never underestimate value investors’ enthusiasm for free food!)
This year, we’ve rented a large room at the Embassy Suites Old Market Omaha.
This was a wide-ranging Q&A session on Index Investing, Sideways Markets, Company Analysis, and more. We discussed:
- How do you address confirmation bias?
- How do you use options in a sideways market?
- How do you deal with the opportunity cost of time?
- How do you analyze a new company or industry?
- Is there a fundamental economic structure shift we could be cautious about?
- What is your opinion on index investing?
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