Research and Markets: Global and Chinese Aqueous Polyurethane Dispersion Industry Report 2014-2019
Morningstar's Gregg Warren, who will be on the analyst panel at this year's meeting, details the questions he hopes Buffett and Munger will address.
Just about every segment at Berkshire was dealing with elevated costs during the first quarter.
Despite high stock valuations and the lack of a marquee buyout recently, Buffett and Munger are willing to be creative to put cash to work.
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2013 results once again demonstrate the value of Berkshire's diversified portfolio, as solid and consistent performance from the firm's non-insurance operations helped smooth out some of the volatility seen in its insurance businesses.
Sokol's resignation clouds Berkshire's succession plan, while his Lubrizol trades tarnish to some extent the firm's legacy of strong ethical behavior.
Alternative methods have some use, but we think discounted cash flow is the most fundamentally sound way to value the conglomerate, as we discuss in the final installment of our 5-part series.
We'd like to see Buffett address future acquisitions, his take on the economy, the firm's succession plan, and more at this year's annual meeting.
Although these three firms might be too small for Berkshire, they have great competitive advantages, and our analysts think they're cheap, too.