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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: BreckHutHigh ⎊  😊 😞
Number: of 22353 
Subject: 13F : More Chevron
Date: 02/14/24 9:31 PM
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No. of Recommendations: 10
Buffett increases Chevron position by 14.4 % in Q4 2023 after reducing it earlier last year. Berkshire's CVX stake now worth more than the OXY position.

dataroma.com: DATAROMA Superinvestors Portfolio Holdings

The 2-3 hr lunch discussion between Mike Wirth and Mr. Buffett in September:

Mike Wirth: I do. I just had lunch with Warren a few weeks ago. First thing we talked about was football. He's a big Nebraska football game. I went to the University of Colorado.

Andy Serwer: Well, you have an interesting football team this year.

Mike Wirth: We do. And we had a big game against Nebraska just a couple of weeks ago, which we had a small ... Mr. Buffett and I had a small wager on. So that was what we began.

Andy Serwer: You're smiling with that.

Mike Wirth: We began our discussion talking about football. But we talk about the global economy. We talk about our industry. We talk about our company. He's got a wealth of obviously wisdom and perspective from not only the investments he's made over years, but the insights he has through all of his companies into various sectors of the economy. And he asks a lot of great questions about our industry. So I've been really thrilled to have him as a shareholder and sitting down and having lunch with Warren for two or three hours, it's a masterclass in leadership and in wisdom and really honored to have that opportunity.

barrons.com - Chevron CEO on climate change oil prices and warren buffett

Was it something Wirth said?
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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