Thursday, December 17, 2015

Berkshire Hathaway (BRK-A/B) Resource Page


Berkshire Hathaway (BRK-A/B)
Resource page for investors



ANNUAL MEETING NOTES (2000 - 2015)

2014: Notes from Annual Meeting (2015)
Value Walkhttp://www.valuewalk.com/2015/05/berkshire-hathaway-2015-notes/?all=1
WSJ: http://blogs.wsj.com/moneybeat/2015/05/02/live-analysis-the-2015-berkshire-hathaway-annual-meeting/

2013: Notes from Annual Meeting (2014)
Fool.com http://www.fool.com/investing/general/2014/05/21/2014-berkshire-hathaway-annual-qa-with-warren-buff.aspx
WSJ: http://blogs.wsj.com/moneybeat/2013/05/04/live-blog-berkshire-hathaways-annual-meeting/

2012: Notes from Annual Meeting (2013)
RBCPAhttp://www.rbcpa.com/Berkshire_Hathaway_Annual_Meeting_Notes_2013.pdf

2011: Notes from Annual Meeting (2012)
Cove Street Capitalhttp://covestreetcapital.com/wp-content/uploads/2012/05/Notes-from-the-2012-Berkshire-Hathaway-Annual-Meeting.pdf

2010: Notes from Annual Meeting (2011)
Ben Claremon: http://www.rbcpa.com/2011_Berkshire_Annual_Meeting_Notes-Ben_Claremon_Author.pdf

2009: Notes from Annual Meeting (2010)
RBCPA: http://www.rbcpa.com/BRK_2010_Boodell.pdf

2008: Notes from Annual Meeting (2009)
RBCPA: http://www.rbcpa.com/berkshire_2009annualmeeting_jv_bruni.pdf
Hendershot Investments (categorized)http://hendershotinvestments.com/new/hendershotinvestments/Berkshire%202009%20Meeting.pdf?advisorid=331723

2007: Notes from Annual Meeting (2008)
Tilson Fundshttp://www.tilsonfunds.com/BRKnotes08.pdf

2006: Notes from Annual Meeting (2007)
Tilson Funds: http://www.tilsonfunds.com/Berkshire_Hathaway_07_annual%20meeting_notes.pdf

2005: Notes from Annual Meeting (2006)
Whitney Tilson: http://www.designs.valueinvestorinsight.com/bonus/bonuscontent/docs/Tilson_2006_BRK_Meeting_Notes.pdf

2004: Notes from Annual Meeting (2005)
Tilson Fundshttp://www.tilsonfunds.com/brkmtg05notes.pdf

2003: Notes from Annual Meeting (2004) 
Whitney Tilsonhttp://www.grahamanddoddsville.net/wordpress/Files/Gurus/Warren%20Buffett/Berkshire%20Hathaway%20Annual%20Meeting%20Notes%202004.pdf

2002: Notes from Annual Meeting (2003)
Tilson Funds: http://www.tilsonfunds.com/motley_berkshire_brkmtg03notes.php

2001: Notes from Annual Meeting (2002)
Tilson Fundshttp://www.tilsonfunds.com/motley_berkshire_brkmtg02notes.php

2000: Notes from Annual Meeting (2001)
Tilson Fundshttp://www.tilsonfunds.com/motley_berkshire_brkmtg01notes.php

1999: Notes from Annual Meeting (2000)
Fool.com/ Whitney Tilsonhttp://www.fool.com/boringport/2000/boringport000501.htm


ANALYSIS OF BERKSHIRE HATHAWAY

Sequoia (Ruane, Cuniff, Goldfarb) 
Link to Investor Day transcripts (2005 - 2015) http://www.sequoiafund.com/fund-reports.htm

Allan Mecham (Arlington Value)
2013 Investor Letter (brief on BRK): http://www.scribd.com/doc/230981097/Arlington-Value-s-2013-Letter#scribd
2014 commentary on BRK (brief): http://www.valuewalk.com/2015/02/allan-mecham-investments/

Tom Gayner (Markel Corp MKL) on valuing BRK:
2011: http://gregspeicher.com/?p=2891

Whitney Tilson (Tilson Funds)
Nov. 9, 2015 (valuation of BRK) http://www.tilsonfunds.com/BRK.pdf


OTHER LINKS

http://buffettfaq.com/

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