So the Berkshire Hathaway Annual Report came out yesterday. Here’s a link to the PDF. This will, no doubt, be dissected elsewhere more capably. I do, however, have a few thoughts to share on cash levels, Buffett’s comments about indexing/destruction of high fee options, and his comments on acquisitions/management. Continue reading “I’m Just Saying…Berkshire Annual Report Edition.”
Month: February 2018
Investing Diary: CAG Update
This will just a quick investment diary update to track my thoughts (or lack thereof) on an investment for future evaluation. So, I’m long Conagra Brands (“CAG”) with about a $33 cost basis. Continue reading “Investing Diary: CAG Update”