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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: BreckHutHigh   😊 😞
Number: of 15058 
Subject: 13F : More Chevron
Date: 02/14/2024 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.

https://dataroma.com/m/holdings.php?m=BRK

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.

https://www.barrons.com/podcasts/at-barrons/chevro...

Was it something Wirth said?
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