Weitz on BRK and KMX

Well, not actually. Since Wally Weitz is now on the BRK board, he apparently can’t talk about or answer any questions about it.

However, at the recent Weitz Funds shareholder meeting, one of their managers does a decent job of quickly summarizing their very long term investment thesis on Berkshire starting at 1:03:40 min:


Nothing new presented there really.

Jim had mentioned Carmax (KMX) somewhere recently. Weitz funds apparently own it. For those interested, brief discussion of KMX starts immediately before the BRK presentation at around 56:50 min.