98: Omaha Ahoy!; New BRK Deep Dive; Free (old) BRK Deep Dive; Limited Time 10% off Watchlist Investing

Heading to Omaha for my 10th Year.

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2023 Berkshire Hathaway Annual Meeting

I’m heading to Omaha tomorrow for what will be my 10th in-person meeting. I’ve attended each year since 2012 (2020 and 2021 were virtual because of the pandemic). It’s such a refreshing and reinvigorating weekend filled with talks and presentations, seeing old friends, and meeting new friends. And of course, soaking up the wisdom of Warren Buffett and Charlie Munger.

If you’ll be there, I’m a speaker on the Gabelli panel at the Hilton ballroom at 9:15 on Friday and then presenting at Guy Spier’s VALUExBRK at 1:15. Later that afternoon you can find me at the Bookworm in the arena signing copies of my book. I’m planning to be there Saturday during shopping hours too. Hope to see many of you in person over the next few days!

New BRK Deep Dive & Discount

I just released my latest Deep Dive to paid subscribers. The issue features a full update on Berkshire including some new details on IMC, Marmon, and Lubrizol. I’ve also updated my valuation of the energy segment based on some new work on cash taxes.

I’d love to have you as a subscriber. Feeling festive, I’m offering a 10% discount off your first year for new subscribers. Use the code BRK2023 at checkout. You can also purchase the single issue for $49.

Old BRK Deep Dive

My friend Guy Spier recently asked me if he could share my April 2022 Deep Dive on BRK with his 20,000+ subscribers, which I readily agreed to. I highly recommend you subscribe to Guy’s newsletter, which comes out about 5-6 times a year and features lots of investment wisdom.

Following Guy’s lead I’m making last year’s BRK analysis available for free. Simply visit the Watchlist Investing website.

Stay rational! —Adam

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