1. 2008 Wesco Shareholder Meeting: Detailed Notes
Wesco Annual Meeting, May 7, 2008
Notes courtesy of Peter Boodell
2. NBR Extended Interview with Warren Buffett
NBR anchor Susie Gharib talks with Berkshire Hathaway chairman and CEO Warren Buffett at his company's 2008 shareholders' meeting in Omaha, Nebraska. This extended interview is a web exclusive.
3. Exclusive Interview With Warren Buffett and Bill Gates
EXCLUSIVE: Warren Buffett and Bill Gates reveal their thoughts to FOX Business on the Microsoft-Yahoo fallout, the state of the economy and where they are looking to invest next
4. LIVE BLOG: Warren Buffett's Q&A With Shareholders (Part 2)
THIS IS A LIVE BLOG OF THE QUESTION-AND-ANSWER SESSION BEING HELD BY WARREN BUFFETT AND CHARLIE MUNGER AT THE BERKSHIRE HATHAWAY ANNUAL SHAREHOLDERS MEETING IN OMAHA. MOST RECENT DISPATCHES WILL APPEAR AT THE TOP. ALL TIMES ARE CENTRAL.
5. LIVE BLOG ARCHIVE: Buffettstock '08 Annual Shareholders Meeting (Part One)
THIS IS THE FIRST HALF OF THE BERKSHIRE HATHAWAY ANNUAL SHAREHOLDERS MEETING AT THE QWEST ARENA IN OMAHA, NEBRASKA ON SATURDAY, MAY 3, 2008 AS LIVE-BLOGGED ON WARREN BUFFETT WATCH. ALL TIMES ARE CENTRAL.
6. Dr Pepper Snapple: Spin-off Bargain?
On Wednesday the 7th, Dr Pepper Snapple Group (DPS) officially began to trade. Its $25 price tag is lower than many expected after the soft-drink maker was spun-off of its parent company, Cadbury Schweppes.
7. VIC West Day 2: Part 2- Mohnish Pabrai; Steven Romick
Pabrai began by reiterating the notion that we as investors or entrepreneurs should look for opportunities with low risk but high uncertainty. If your risk is low, losses will be not break you. Since Wall Street hates uncertainty, it tends to misinterpret certain situations and companies, over-punishing them in the process. This gives patient, diligent value investors a potential advantage.
8. VIC West Day 2: Part 1- Whitney Tilson and Glenn Tongue ; Aaron Edelheit
The Mortgage Crisis
Whitney Tilson and Glenn Tongue of T2 Partners kicked off day 2 with a sobering look at the mortgage crisis. For his part, Tilson believes that we have not yet seen the worst.
9. VIC West Day 1: Part 4- Ken Shubin Stein; Robert Hagstrom; Carlo Cannell
Ken Shubin Stein, of Spencer Capital, laid out his philosophy, which includes:
• Looking for asymmetric payoffs (limited downside, with much upside)
• Bottom-up fundamental analysis
• A “scientific” research process
• Belief that volatility is the key to successful long term investing
10. Wesco meeting notes
Just returned from the Wesco shareholders meeting and, in general, felt the questions were much better than the ones asked at the BRK meeting. Yes, there were still the occasional, "How do I make a gazillion dollars like you did?" questions, but many more questions were about the future of the economy, derivatives, and BRK/WSC.
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