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 AI effect on market, biggest mistakes, investing ideas, and more. We discussed:
- How do investment ideas come to you?
- Do you think AI will increase or decrease market efficiency?
- What advice do you have for young people?
- What is your decision-making process in light of two opposing extremes?
- How do you assess the market for battery technologies?
- What have you learned from an investment thesis working, but not reflected in the stock price?
- What did you learn from your biggest mistakes?
- How do you handle incremental funds added to a portfolio?
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