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DJCO annual Meeting 2/14/2018


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Thanks for posting. I'm planning to attend.

 

Still confirming flights/dates. Think on the other thread there was talk of either a dinner or breakfast before? I'm planning to be in town all day Tuesday if people want to do a quieter idea share/discussion of some sort. 

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Am I the only one who thought the quality of the questions being asked was really poor? You go all that way out to the meeting, spending a considerable amount of money and time only to ask questions that 30 seconds of Googling can answer. I mean, he gets asked about Bitcoin, something both he and Warren have commented on at several occasions. The value add from asking this question yet again is precisely zero.

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Did he stick around after the meeting for additional Q&A like last year?  Can we be expecting some youtube posts from anyone?

I couldn't make the meeting but would love to watch any videos from the formal or informal parts.  Thanks.

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Am I the only one who thought the quality of the questions being asked was really poor? You go all that way out to the meeting, spending a considerable amount of money and time only to ask questions that 30 seconds of Googling can answer. I mean, he gets asked about Bitcoin, something both he and Warren have commented on at several occasions. The value add from asking this question yet again is precisely zero.

 

Tough audience here.  ::)

 

Propose your own questions if you think they are better. 8)

 

IMO both for DJCO and BRK meetings there is not much that can be asked in short question that would be very insightful. You want insightful, you buy that lunch with Buffett for $XXM.  ;D

 

And yeah, I think analyst questions at BRK meetings are usually good (best?) though CoBF crowd disagrees.

 

BTW, that question was not about bitcoin per se. Munger just caught the bitcoin part and went with it. Just dangers of having one easily anchorable word in your question.  ::)

 

Disclosure: I was not in the meeting this year. I watched the CNBC video. I thought it was OK/par for the course. I have asked a question @ DJCO meeting in the past that likely would have been considered "poor".  ;D Won't happen again likely.  8)

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DJCO 8-k finally confirms what was a pretty well known fact already:

 

https://www.sec.gov/Archives/edgar/data/783412/000143774918002649/djco20180215_8k.htm

In the informal discussion portion of the 2018 Annual Meeting, the Company’s Chairman, Charles T. Munger, commented that the Company owns shares of BYD Company Limited (trading symbol: BYDDF), a manufacturer of automobiles, buses, batteries and other products, which is listed on The Stock Exchange of Hong Kong Limited.

 

The ticker for the common stock DJCO owns is actually 1211.HK (and not BYDDF), but that's a nitpick.

 

wabuffo

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