Off to Omaha
I generally hate to travel for work.
It’s exhausting, and I miss my kids. It also puts 100% of the child care burden on my lovely wife.
So I generally don’t travel.
But occasionally, I make an exception.
This week is one of those exceptions.
And I couldn’t be more excited.
Tomorrow I’m off to Omaha for the Berkshire Hathaway annual meeting.
Why am I going?
I have to see the greatest investor of all time, Warren Buffett, in the flesh, while I have the chance. I really wish I went last year because I would have loved to have seen Charlie Munger at his side.
Charlie’s unfortunate passing is a reminder that Warren is not going to be around forever.
The other reason I’m excited to go is because many of my “online friends” will be there.
I interact with a ton of other investors over email and X, but rarely have a chance to actually meet them and talk stocks in person.
This weekend will be an excellent opportunity to change that.
Who am I excited to see?
Asif Suria who runs InsideArbitrage.
Dr. Ridgewell who I know from X and has shared good ideas with me.
Clark Square Value who also specializes in special situation stocks.
Christian Ryther who runs Curreen Capital, a fund focused on special situations and spin-offs.
And you!
If you are going to make the trip out to Omaha, I would love to connect.
My general agenda is as follows:
- Arrive in Omaha on Thursday afternoon
- Thursday Evening: Good investing Ideas and Bowling Event
- Friday Evening: Good Investing Emerging Manager Party
- Saturday Day: Berkshire AGM
- Saturday Afternoon: Party hosted by Jeff Gramm and Brent Beshore (all are welcome! Thanks Jeff/Brent!)
- Saturday Night: TBD
If you are going to be in Omaha this week, let me know!
Leave A Comment