Grenville

Thank you for posting! I'm curious to hear Berkshire's response. Seems odd not filing the policy with the state commissioner... Found this article in the WSJ today: "Regulator Faults Berkshire Hathaway Insurance Unit" http://www.wsj.com/articles/regulator-faults-berkshire-hathaway-insurance-unit-1466444329

From what I remember, David Thompson said that the documents may have been referenced in sealed motions before the MDL and therefore caused some pressure for the government to release them. Another angle he mentioned was that given that Sweeney released the previous set of documents for the Merits panel and her tone in that order may have led the government to release here. He also said that he can't be sure on the governments reasoning. If the call is recorded, I would just listen to his response, because the question was asked.

@cherzeca Thanks for the above links to the documents and the call. The call answered some of my questions including the one about why the government agreed to unseal the documents ahead of a ruling.

I was wondering about the rest of the doc's just now. I called Fairholme just now and they don't have all the documents yet and said they may put them up on their site when they get them. I wish they would just put them on pacer and make everyone's life easier. Also, I assumed Sweeney ordered the unsealing, but looking at the order it looks like Robinson and the US came to a joint agreement to remove the protective designation. Withdrawal_of_motion_5-19-16.pdf

It's been interesting to see how things developed with Theranos. If they don't suspend her license, I'll be disappointed in the system. I would have thought the board members would be on top of some of this, but I guess they were just there to give her credibility. I figured someone with public company experience like Richard Kovacevich (WFC) would have done some diligence.

Enjoyed the historical perspective and the future outlook of this talk! Thanks for posting.

Sorry if I missed this, but where do you find the Peter Chapman info regarding the orders this afternoon? I don't see it yet on GSElinks (Is there a site or another msg board?)

Awesome! Thanks.

Hi, Is there a place to go for short interest data on the NYSE? I can't seem to find the official site or where one can peruse the data. I am looking for 2/29 data. THanks!

Thanks for posting that piece from the '04 BRK letter!

Good stuff! Thanks for posting.

Thank you for posting Liberty!

Curious. Were there any slides from this morning's presentations?

I had the exact opposite reaction to the Mad Money interview. Listen to her response to Cramer starting at 4:08 when he asked "Why didn't you just speak with the Journal reporter months ago?" Her response was basically "well, the Journal wrote a good piece a year ago, I published an op-ed on the Journal, but in this case the sources focused on detractors who said I would never succeed." She then offers a pretty weak response that the Journal only provided a "three day window" in which she was unavailable before the Journal had to publish. So, that's a bit of a dissembling response in my book. She basically didn't respond for months because she didn't like the article that was being written. Then she says that she finally decided to respond after months of inquiries but by the time she decided to respond, the schedules didn't match up. These are things that wouldn't hold up w/ a cross-examination, but that's not really Cramer's job. No opinion on fraud or anything like that, but I found her answers to Cramer to be questionable. Thanks for sharing your take. I've been wanting to re-listen to the interview, but haven't gotten around to it. I thought I remember other comments but I'll have to confirm that once I listen to it again. Thanks for posting! I haven't heard Jurvetson speak before. His comments are interesting but he does point to Holmes being independent. Did they just invest 500k and that's it?

Listening to Holmes rebuttal on Mad Money is worthwhile. Also Ericopoly, thanks for listing the board members and good point. I'm a bit disappointed with the Journal's reporting…it seems like its hard to find a news source where hidden agendas don't purposefully or inadvertently color the reporting. You also won't ever see a news source ante up to their mistake if they did make one with a full page article.

One thing to look deeper into are the customer complaints. You can search online or just watch their twitter feed. There is a pattern to them. It's a bit worrisome when a business is trying to grow its brand and customer base. Maybe its just a handful of people, but my worry is its a larger issue.

Casting_Light_on_the_Net_Worth_Sweep.pdf

You can request a copy of a compiled book of his shareholder letters. I requested it back when I owned his mutual funds. I'm not sure how far back the letters go in that book. I couldn't find my copy. Have you tried calling their offices?

the picture with his versa and the two pickups is PRICELESS!

Thanks! "I could give examples of the reverse, but I follow the dictum praise by name, criticize by category."

Terrific article and information! Agreed a must read for any long term holders…Sergio ceases to amaze. Glad he doesn't fit the mold and shows flexible thinking.

Awesome! Thanks for posting. Lots of recognizable names.

Liberty, Nice interview. Thanks for posting. There are some tidbits from the lunch Musk and Munger had together in 08/09…pretty interesting! (tidbits are in the last five minutes or so)

From Heinz:

Wow. Thanks for posting. I had no idea he had a blog with lot of info...