Please be responsible for your own actions and words, and avoid blaming others or making excuses for your behavior. If you make a mistake, apologize and take steps to correct it.
- Manlobbi
Halls of Shrewd'm / US Policy
No. of Recommendations: 9
It worries me that Becky's big send off special on Warren was recorded 8 1/2 months ago back in May, a week after the annual meeting.
This is 2026 and sorry, but interviews from nearly a year ago just don't cut it in today's nano second news cycle.
So much has happened since then that could have been discussed.
I have zero special knowledge but it seems like Warren must have not been up to doing a more timely interview, because Becky and a small crew would have been on a plane to Omaha at the drop of a hat.
Purely conjecture, but the whole "special" didn't smell right and seemed "off" to me.
I hope he is doing as well as a 95 year old man can reasonably be.
No. of Recommendations: 2
Would agree. I also think the 3 kids will struggle giving the money away in 10 years. Peter looks particularly reluctant
No. of Recommendations: 6
Of course we want to hear more from Buffett, he's always been a source of reason in crazy times, but I'm not sure we're actually entitled to more. IMO today's crazy times are at least 80% due to politics, maybe 20% due to AI, but we know AI would go in Buffett's "too hard pile".
We heard in this special that Buffett shies away from political talk now, and that it isn't going to change even though he handed over the reigns to Abel. Why? Because he's forever associated with Berkshire Hathaway, and anything he says is interpreted as having come from the Company itself. And specifically because it's unfair to customers of Berkshire Hathaway subsidiaries, and it's unfair to employees of Berkshire Hathaway subsidiaries in today's bifurcated tribal political environment.
So besides politics, and actions by politicians since May 2025, what's different that requires a reaction to nanoscale news?
Hard agree on it being difficult to spend the money in 10 years. The point was made that they will need to be looking at $300 million checks, and that necessarily limits them to large NGO's and countries. I think Peter made the point that they'd rather not give to at least one of those.
No. of Recommendations: 1
" So besides politics, and actions by politicians since May 2025, what's different that requires a reaction to nanoscale news?"
Buffett should not talk politics or crypto. However, If cnbc is not going to ask Buffett, in view of the current concentration, valuation, yield etc of SPY do you still believe a retired person should be 90 percent invested in SPY?
If cnbc isn't going to ask Buffett that question, they shouldn't waste the viewer's time. Another huge disappointment.
No. of Recommendations: 17
A possible view:
Hi Warren, we'd like to do a big retrospective on you, now that you're no longer CEO. How about a big interview?
WEB: No, I think not, as I've mentioned I intend to "go quiet" mostly. I don't want to steal the thunder from Greg.
How about we use an old interview, and build it around that?
WEB: Fine by me.
Jim
No. of Recommendations: 18
“ do you still believe a retired person should be 90 percent invested in SPY?”
WEB has been very consistent over the decades. I’d venture a guess he’d say he’d obviously rather own Berkshire and given our managers, experience and skillset, he continues to see a good possibility of us modestly beating SPY over time.
However, I bet he still thinks the “know nothing” or investors that simply don’t want to commit the time and energy to analysis of companies would still be well served to invest in a very low-cost S&P index over the long-term, and perhaps beat 85% of money managers and their helpers.
Despite SPY’s concentration and valuation, WEB has been consistent in his perspective and opinions, and I doubt he’d change his response very much.
Far be it from me to know what the Oracle would say but, like many here, I’ve digested thousands of hours of his written and verbal words and that would be my best guess.
I actually really enjoyed the CNBC special tribute and thought they honored him well. I appreciated seeing and hearing from the children who seemed down to earth and committed to carrying out Warren’s wish and incredible philanthropy. I don’t envy at all their task of distributing hundreds of billions over the next couple decades, but I am glad they will be doing so as best they can.
