I was able to attend the Berkshire Hathaway Annual Meeting for the third year. Below are links to notes and resources other sites have posted on the meeting:
Fat Pitch Financials: Ultimate 2008 Berkshire Hathaway Annual Meeting Guide
Reflections on Value Investing: 2008 Berkshire Hathaway Shareholder Meeting: Detailed Notes
CNBC: LIVE BLOG ARCHIVE: Warren Buffett News Conference
Omaha World Herald: Notes and highlights from meeting
Berkshire also just released earnings for the first quarter:
Berkshire Hathaway First Quarter 10Q
Monday, May 5, 2008
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I think you might like my new self-published book. My book, "The Four Filters Invention of Warren Buffett and Charlie Munger" examines each of the basic steps they perform in framing and making an investment decision. Here is a 10 min. audio book summary: http://www.frips.com/4fsummary.mp3
Here is the review that George at valueinvestingnews.com and fatpitchfinancial.com did on my book. http://www.valueinvestingnews.com/four-filters-invention-warren-buffett-ch-0
As for my own views, “The Four Filters Invention of Warren Buffett and Charlie Munger” at http://www.frips.com is designed to be the next “Intelligent Investor.” It is a small book at 98 pages, and it concentrates mainly on the sequential process outlined by Warren Buffett. How do the best “frame” their investing decisions? The Four Filters cluster around the important business variables of Products, Customer-Sustainablility, Managers, and Price/Value.
The book also strives to prove that Buffett and Munger invented a Behavioral Finance Formula composed of three qualitative steps and one quantitative step, that is underappreciated by the
business and academic communities. In that respect, Buffett and Munger will have a greater long term impact on academics than the Efficient Market Hypothesis.
While my book is concentrated on Munger and Buffett’s approach to framing, this book contains the best of Graham, Carret, Fisher, Buffett and Munger. Read the summary a few times, and you will be motivated and hypnotized into thinking about ways you “frame” your important decisions. This is a subtle peek into sensible and optimal thinking within Behavioral Finance.
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