Berkshire Hathaway's (BRK.A) (BRK.B) annual meeting, scheduled for May 1 in Omaha, Neb., is one of the most interesting (and fun) in the corporate world. Loyal shareholders from across the globe descend on the city to share their perspectives and to listen to Berkshire leaders Warren Buffett and Charlie Munger give their thoughts on the company as well as the economy and financial system.
We expect this year's meeting to provide some reflection on the financial turmoil of the last few years, but we're also expecting plenty of focus on what's next for the economy and Berkshire. Top of mind will be how financial reform will impact the firm's business. How will changes in derivatives rules impact Berkshire's portfolio? Will the company's financial strength be as important in a world of "too big to fail"? There should also be plenty of discussion of Buffett's largest deal ever, the cash and stock purchase of the remainder of Burlington Northern.
Investors are sure to ask about Buffett's take on the status of the economic recovery. Berkshire has operating segments across the entire economic spectrum from fractional jet ownership to candy to mobile homes. This gives the firm an unusually broad take on the economic recovery, and the Oracle's insight could help investors get a sense for how the recovery is playing out on the ground.
If you can't make the pilgrimage this year, be sure to tune in to Morningstar.com for pre-meeting commentary all this week and on-the-ground coverage in Omaha this weekend. We'll bring you on-the-spot article, blog, and video reports featuring commentary from Morningstar markets editor Jeremy Glaser, director of equity research Pat Dorsey, equities strategist and StockInvestor editor Paul Larson, and conference attendees. Plus, stay tuned to Morningstar next week for coverage of the Value Investing Congress in Pasadena.
Berkshire Hathaway Annual Meeting Liveblog | 05-01-10
Morningstar markets editor Jeremy Glaser blogs live from the Berkshire Hathaway Annual Meeting in Omaha.
Surprises From Omaha | 05-01-10
Morningstar's Pat Dorsey and Paul Larson look at what surprised them most at the Berkshire annual meeting.
Our Take on Buffett's Take | 05-01-10
Pat Dorsey and Paul Larson offer their thoughts on the Oracle's comments on Goldman, financial reform and more.
The Berkshire-Goldman Connection | 05-01-10
Morningstar's Paul Larson puts Berkshire's Goldman investment into perspective.
Buffett Experts Preview Meeting | 05-01-10
Several Buffett aficionados weigh in on their expectations for today's Berkshire annual meeting.
These Buffett-Inspired Funds Have Learned Their Lessons Well | 04-30-10
Embracing the spirit of Buffett's teachings gives these funds an edge.
Should Berkshire Pay a Dividend? 04-29-10
Very, very few companies are able to allocate capital as widely or as wisely as Warren Buffett can, says Morningstar DividendInvestor editor Josh Peters.
Three Ways to Complement a Buffett-Heavy Portfolio 04-28-10
Morningstar's Christine Benz highlights mutual funds that could round out a Berkshire-like strategy.
Berkshire's Advantage Eroding? 04-28-10
The public policy response to the financial crisis may have muted Berkshire's long-term return potential, says Morningstar senior analyst Bill Bergman.
13 Questions for Buffett and Munger | 04-28-10
Berkshire analyst Bill Bergman offers a framework of key issues for Saturday's shareholder meeting.
Is Burlington a Game-Changer for Berkshire? | 04-27-10
Morningstar's Bill Bergman comments on Berkshire's current penchant for capital-intensive businesses and the outlook for its operating companies.
A Bigger and Better Berkshire Annual Meeting | 04-27-10
There will be plenty of fat to chew at this year's meeting.
Berkshire Stands Its Ground | 04-26-10
Berkshire's resolute actions in the downturn both exhibited its internal financial strength and also bore fruit for shareholders, says Morningstar's Bill Bergman. Plus our take on Berkshire and derivatives legislation.
Berkshire Hathaway Analyst Report 03-11-10
Berkshire remained solidly grounded through the financial crisis and stands ready to break new ground in the years ahead.
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