Investor viewpoints

Viewpoints

Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.

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Warren Buffett's Mid-Meeting Live Interview

Berkshire Hathaway · Warren Buffett

Buffett was interviewed by Becky Quick during halftime of the 2026 Berkshire Annual Meeting, focusing on his post-CEO role, Greg Abel's mandate, scarcity of market opportunities, AI, and Berkshire's cash option.

Succession Cash AI Capital allocation BRK.B
Interview

2026 Berkshire Hathaway Annual Meeting

Berkshire Hathaway · Warren Buffett

Greg Abel hosted the annual meeting for the first time as Berkshire CEO, with Buffett present as chairman. The focus shifted from Buffett's personal Q&A to Berkshire's operating system, cultural continuity and Q&A with each business leader.

Succession Business culture Shareholders’ meeting Governance BRK.B
Shareholder meeting

CNBC Squawk Box Interview with Warren Buffett

Berkshire Hathaway · Warren Buffett

One of Buffett's first long interviews since stepping down as CEO, on the return of charity lunches, office routines, Greg Abel, Apple, cash, T-Bills, market declines, and circle of competence issues at AI/tech companies.

Apple Cash Succession Circle of competence BRK.B AAPL AXP
Interview

Berkshire Hathaway 2025 Annual Report

Berkshire Hathaway · Warren Buffett

Greg Abel's first CEO shareholder letter. It is not a long letter written by Buffett, but it is very important because it is the first time to use the language of a formal annual report to explain Berkshire’s capital allocation and cultural continuation after Buffett’s retirement.

Greg Abel Shareholder Letter Cash Insurance BRK.B
Shareholder letter / fund letter

Warren Buffett Thanksgiving Letter

Berkshire Hathaway · Warren Buffett

In his Thanksgiving message, Buffett confirmed that he would no longer write long letters to Berkshire’s annual report and would no longer speak for long periods of time at the annual meeting; he also told Greg Abel to take over, that he would continue to serve as chairman, and that he would accelerate charitable donations.

Succession Charity Shareholder Letter inheritance BRK.B
Shareholder letter / fund letter

2025 Berkshire Hathaway Annual Meeting

Berkshire Hathaway · Warren Buffett

Buffett's final Berkshire annual meeting as CEO. The biggest story was his announcement at the end of the meeting that he would recommend to the board that Greg Abel take over as CEO at the end of the year.

Succession Cash Trade Shareholders’ meeting BRK.B
Shareholder meeting

Berkshire Hathaway 2024 Annual Report / Warren Buffett Letter

Berkshire Hathaway · Warren Buffett

Buffett's 60th annual shareholder letter, reviewing Berkshire's transformation from a textile mill to a large conglomerate, explaining cash, taxes, investment opportunities, insurance, and Japanese trading company positions.

Shareholder Letter Cash Japanese trading company Taxation BRK.B
Shareholder letter / fund letter

2024 Berkshire Hathaway Annual Meeting

Berkshire Hathaway · Warren Buffett

First Berkshire Annual Meeting after the death of Charlie Munger. Buffett joins Greg Abel and Ajit Jain to talk Apple reductions, capital gains taxes, AI scams, Paramount losses and the Berkshire succession.

Apple AI Paramount Succession BRK.B AAPL
Shareholder meeting

Berkshire Hathaway 2023 Annual Report / Warren Buffett Letter

Berkshire Hathaway · Warren Buffett

First Buffett shareholder letter after Munger's death. It opens with Munger as the architect of Berkshire and Buffett himself more as a general contractor; then returns to long-term holdings, insurance, energy, cash and avoiding Wall Street noise.

Munger Shareholder Letter Insurance Long-term holding BRK.B
Shareholder letter / fund letter

2023 Berkshire Hathaway Annual Meeting

Berkshire Hathaway · Warren Buffett

Buffett shared the stage with Munger to answer questions about the banking crisis, Apple, Occidental, TSMC, AI, Sino-US relations, and the resilience of the US economy. It was one of Munger's last major public Q&A sessions.

Banking crisis Apple Occidental Sino-US relations BRK.B AAPL OXY TSM
Shareholder meeting

Warren Buffett and Bill Gates: Keeping America Great

Berkshire Hathaway · Warren Buffett

Buffett's open Q&A with Bill Gates for students at Columbia Business School. The setting is the aftermath of the financial crisis, and topics focus on American capitalism, career choices, innovation, philanthropy, and how to maintain long-term judgment in a recession.

US economy Career Advice Charity Public Q&A BRK.B MSFT
Public Q&A

Mr. Buffett on the Stock Market

Berkshire Hathaway · Warren Buffett

Fortune's classic market valuation article based on Buffett's 1999 Sun Valley speech. It explains that long-term stock returns ultimately come from interest rates, corporate profits and investor expectations, rather than the market story itself.

Market valuation Interest rate Profit Classic BRK.B
Public speech

Warren Buffett Lecture at University of Florida

Berkshire Hathaway · Warren Buffett

Buffett's classic public lecture and Q&A for University of Florida MBA students, spanning integrity, circles of competence, good business, long-term holding, LTCM, risk, and career choices.

Circle of competence Integrity moat Risk BRK.B KO MSFT DIS
Public speech

The Superinvestors of Graham-and-Doddsville

Berkshire Hathaway · Warren Buffett

Buffett gave a lecture at Columbia for the 50th anniversary of Security Analysis, later compiled into an article. It is one of the most classic public defenses of value investing, using the long track record of a group of Graham-Dodd investors to refute the claim that markets are perfectly efficient.

Value investing Margin of safety Graham Classic BRK.B
Public speech