Comprehensive 2011 Berkshire Meeting Notes

My friend Ben Claremon, of took full notes on the Berkshire Hathaway annual meeting. He was kind enough to send them to me. Besides, being a genius Ben is a really nice guy. Below are all of Ben’s notes. I encourage everyone to check out his site linked above also. (warning most of his stuff will go way over your head unless you have 150 IQ)

2011 Berkshire Annual Meeting Notes by Ben Claremon of

Voss Capital is betting on a housing market boom

Housing MarketThe Voss Value Fund was up 4.09% net for the second quarter, while the Voss Value Offshore Fund was up 3.93%. The Russell 2000 returned 25.42%, the Russell 2000 Value returned 18.24%, and the S&P 500 gained 20.54%. In July, the funds did much better with a return of 15.25% for the Voss Value Fund Read More