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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (4576)	5/6/2017 3:42:16 AM
From: Shane M	Read Replies (2) \| Respond to of 4690

I just looked up the interviews. He does seem somewhat out of breath and maybe flustered. His age is showing a bit. I haven't noticed this as much in previous interviews. EDIT: I found it interesting that he was curious about how firms find out when he is buying and selling. Buffett said he's had several times where companies that he's invested in have called and told him they've heard he's either buying or selling. Said recent 1/3 IBM sale was like that, saying they called and asked him why he was selling. That shouldn't be public info at that point. He knows that doesn't help him at all when he's trying to put on or take off a position.

To: richardred who wrote (4576)	5/7/2017 6:14:43 PM
From: Shane M	1 Recommendation Recommended By richardred Read Replies (3) \| Respond to of 4690

richardred, A couple other stray thoughts: - Also I think the way he answered the question on IBM was interesting (either in interview or at the meeting, I can't remember). I think he conditioned the selling amount to generate offsetting capital losses for tax reasons, mentioning selling the lots purchased at higher prices. - Also, I thought he and Munger were on top of their game still in their handling of questions at the meeting. I hope I'm in as good of shape at 86 and 93, if I even make it. My favorite quip of the meeting might have Munger when asked about his dreams: "Oh, to be 90 again." ;)