By
Borsgade
Berkshires Annual Meeting is finally here. For the first time in decades Buffett is without his wingman and former Vice Chairman Charlie Munger, who passed away recently at the age of 99. The meeting is not the same without the humor and cut through comments from this legendary investor. Buffett, however, is still going strong and share many interesting viewpoints.
Nicknamed “Woodstock for Capitalists,” the Berkshire Hathaway annual meeting is a gathering of the company’s shareholders presided over by Chairman and CEO Warren Buffett. During the two long sessions, Buffett discuss investing, portfolio companies, economic outlook, and life. Alongside him on stage is Buffett’s successor and Berkshire Energy CEO Greg Abel as well as Ajit Jain, Vice Chairman of Berkshire’s Insurance Operations.
Charlie, in effect, became the architect of today’s Berkshire. The architect is the person who dreams of then designs then finally supervises the construction of great structures.
The carpenters and the roofers, that’s me, are needed, but the architect is the genius who provides the blueprint.
Berkshire has become a great company with a unique group of owners. The directors of Berkshire are the trusties of the structure Charlie designed that lives beyond his lifetime and will live far beyond mine.
Share the news
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.
In this interview, British investing icon Terry Smith, the manager of the UK’s largest stock fund Fundsmith, shares his lessons after a lifetime of investing. Terry delves into the skills, personality traits, and principles that propelled him from humble beginnings to the top of the investing world.
In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
In this article, AQR assess the assumption built into today’s market and what that likely will mean for forward returns. These insights aim to guide investors in setting realistic medium-term (5-10 years) expectations while emphasizing the importance of valuation discipline and diversification in navigating compressed risk premia across asset classes.
