For the fifth year in a row, roughly coinciding with a follow up to our attendance at Berkshire Hathaway's annual meeting in Omaha, a summary of Oak Value's thoughts on one of the Fund's most significant investments is now available. "Back by popular demand" may be overstating the case some, but the continued flow of requests indicates there remains an ongoing level of interest in the topic. Additionally, we find we still have a few things left to say by way of update, and thus proffer this year’s installment,
"Cash Happens: The Emergence of “MegaRealBuck$” at Berkshire Hathaway."
Berkshire Hathaway remains in our view an anomaly in the investment landscape, continuing to stand as it has for some time as an operating embodiment of contradiction to efficient market theory. It is a large, well-known, diversified operating and financial company with a decades-long track record.
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