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Omaha Meeting 2024 – Session One
Topics discussed:
- What are your thoughts on supply chain issues in the defense industry?
- How do you manage risk in our portfolio?
- How do you know when to sell?
- What are your thoughts on particular opportunities or risks in investing in Eastern Europe?
- Why don’t you invest in China?
- Did you find anything interesting when finding a potential investment in Japan?
- What are investors’ edges?
- How can regulation from gov’t affect McKesson?
- How do you overcome the pain and suffering of missing out when you sell a stock that has increased in price?
- On Charter Communications
- How do you see Charter going four or five years from now?
- Can you discuss your process of researching a company and buying a company?
- Do you act as an activist towards companies in your portfolio?
- How to deal with oligopolies?
- Analyzing companies with low and high-profit margins
- What’s your primary source for finding management integrity?
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Omaha Meeting 2024 – Session Two
Topics discussed:
- Will you write a little book on stoicism?
- What attributes do you look for in a business you are looking to invest in?
- How did you manage your emotions when your Uber position went up?
- Discussion about self-driving cars
- How do you protect your clients’ money?
- How do you know you succeeded as a parent?
- How do kids feel about you writing about them?
- Would you consider investing in China?
- How do you decide your position on stocks?
- How do I deal with having a smaller position rather than going all in?
- How do I deal with prospective clients who have a short-term time horizon?
- What are your current thoughts on tobacco stocks?
- Do you have a checklist manifesto?
- How do you feel about serial acquirers?
- Further details on self-driving cars
- How do you get comfortable with technology changes, especially AI?
- Are you looking to invest in Israel?
- How do I quiet pressures from the market?
- What opportunities are you most excited by?
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Omaha Meeting 2024 – Session Three
Topics discussed:
- How do you think about Charter as a business?
- What is the state of the market?
- Are we entering a sideways market? How would you update the book you wrote on the subject?
- How will AI affect the future?
- What is your view of companies with negative book value and negative share growth?
- How has writing helped you become a better investor?
- How do you balance doing what you like and what you don’t?
- What do you think of Warren Buffett’s diet?
- How do you remember what you’ve written?
- How do you manage your time?
- What advice do you give your clients on weathering future economic trends?
- What is it like living with an “outsider”?
- How would you like people to read and consume your books?
- What checks and balances do you have to ensure that your arrogance does not consume you?
- How do you not get attached to the companies you invest in?
- What feedback loop do you have to prevent bad decisions?
- How do you slow yourself down in the investment process?
- What was your worst investing decision?
- How do working-class people approach to bargain with employers without unions?
- How do you teach good money habits to young people? What skills should kids learn?
- How do you teach to understand your investor constituency?
- When do you know you have done enough research?
- How do you measure the flexivity of money?
- When do you get over not investing in a company?
- How do you decide if a country is investable?
- Why are investors reluctant to invest in technology?
