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What Warren Buffett Thinks 2006 A first hand report from the Berkshire Hathaway AGM By: Jonathan Davis Format: pdf file ISBN: Published: 16 May 2006
 
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  • This report provides a first hand account of proceedings at the annual meeting of Berkshire Hathaway, held in Omaha, Nebraska over the weekend of May 6-7th. It is based on verbatim notes taken by a leading British professional investor who has been a shareholder in Berkshire Hathaway and followed Warren Buffett's fortunes for many years.

    The report summarises the main themes of the marathon Q and A session with Buffett and his longstanding business partner Charlie Munger that have become a regular feature of Berkshire Hathaway's AGMs. This year's event was attended by 24,000 shareholders, equivalent to the attendance at a medium-sized soccer match in Britain.

    Some brief observations from the editor, Jonathan Davis, are included at the end of the report.
    This report provides a first hand account of proceedings at the annual meeting of Berkshire Hathaway, held in Omaha, Nebraska over the weekend of May 6-7th. It is based on verbatim notes taken by a leading British professional investor who has been a shareholder in Berkshire Hathaway and followed Warren Buffett's fortunes for many years.

    The report summarises the main themes of the marathon Q and A session with Buffett and his longstanding business partner Charlie Munger that have become a regular feature of Berkshire Hathaway's AGMs. This year's event was attended by 24,000 shareholders, equivalent to the attendance at a medium-sized soccer match in Britain.

    Some brief observations from the editor, Jonathan Davis, are included at the end of the report....
  • ...
  • Jonathan Davis is one of the UK's leading authors and commentators on stock market investment. He is the author of Money Makers (Texere, 1998), a study of the investment habits and philosophy of seven top UK investors, and Investing With Anthony Bolton, an analysis of the methods of Fidelity's legendary UK fund manager (Harriman House, 2004, revised edition 2006). He has written a fortnightly column in the Financial Times since 2007 and for 12 years before that wrote a popular weekly column in The Independent. You can subscribe to his blog and the Independent Investor newsletter via

    Jonathan Davis is one of the UK's leading authors and commentators on stock market investment. He is the author of Money Makers (Texere, 1998), a study of the investment habits and philosophy of seven top UK investors, and Investing With Anthony Bolton, an analysis of the methods of Fidelity's legendary UK fund manager (Harriman House, 2004, revised edition 2006). He has written a fortnightly column in the Financial Times since 2007 and for 12 years before that wrote a popular weekly column in The Independent. You can subscribe to his blog and the Independent Investor newsletter via his website.



    Educated at Cambridge University and MIT's Sloan School of Management, where he met and studied the methods of Warren Buffett for a Master's degree thesis, Jonathan was previously a senior business journalist at The Sunday Telegraph, The Times and The Economist. He is currently Investment Director of Agrifirma Services Ltd, advisers to a Brazilian Farmland Fund, and a Non-Executive Director of Hargreaves Lansdown plc. He holds the CFA's Investment Management Certificate.



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