The Weitz Funds have made available highlights from 2007 Shareholder Information Meeting. You can go to Weitz Fund to watch these video clips or just click on the links below.
- 1. Eight Funds - One Investment Philosophy (1:53)
- 2. The Power of Compounding (:21)
- 3. Brad Hinton’s comments on managed care industry (UnitedHealth and Wellpoint) and mortgage industry overview (3:41)
- 4. Wally’s comments on current impact of private equity funds (5:03)
- 5. Wally’s response to shareholder question about Warren Buffett’s successor (1:52)
- 6. Response to shareholder question about concentration of risk (4:12)
- 7. What do we think about the Fed’s next move? (3:17)
- 8. Shareholder question on “margin of safety” and Peter Supino’s comments on USG (4:04)
- 9. Tom Carney on “margin of safety” and patience (1:39)
- 10. Wally’s response to shareholder question about his career path (5:08)
- 11. Response to shareholder question about Wal-Mart and the negative publicity WMT has received (3:06)
- 12. Wally and Dave Perkins respond to shareholder question about Cabela’s (1:30)
- 13. Shareholder question about stop orders (3:53)
- 14. Wesley House Academy student asks “What do we expect to go up the most?” (2:23)
- 15. Shareholder question about 2008 elections (2:31)
- 16. Plaid shirts! (:53)
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