3 conclusions from the 2019 Berkshire shareholders' meeting:
It should come as no surprise that Buffett and Munger are considering further buybacks of Berkshire stock. With a large, and growing, cash pile and limited deal opportunities to date, they are likely to use cash to repurchase Berkshire shares as the fallback option. In fact, the pair used answers to certain questions, such as regarding Brexit in the U.K. to remind the audience that they are very willing to make acquisitions in Europe should they see the right deal at the right price.
Various objections such as potential regulation of Apple's app store were raised in questions, though Buffett didn't dismiss those concerns entirely, he mentioned that what has hurt the most is that the stock has gone up.
Indeed, as Buffett pointed out, that definition is so broad that just about anyone can be considered value investors. This broadening of philosophy may lead to some new categories of investment in future, for example a lot of questions focused on some of the tech names that have seen such strong price performance in recent years, and which Berkshire has largely missed out on.
So though Buffett's approach continued to be refined, it's core principles remain the same in looking for great businesses at attractive prices with sound management in place. In reviewing Buffett and Munger's comments, one is left with the feeling that they are seeing few bargains in this market and buybacks paired with watching and waiting for certain key holdings such as Apple to fall so they might add more is the current strategy.
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