Afternoon Session - 2015 Meeting
“Berkshire owns many companies that benefit from single-family home construction. Acmead, Johns Manville, Benjamin Moore, MyTech, and Shaw among them”
8 mentions across the corpus · positive 1 · negative 2 · neutral 4 · historical 1
Afternoon Session - 2015 Meeting
“Berkshire owns many companies that benefit from single-family home construction. Acmead, Johns Manville, Benjamin Moore, MyTech, and Shaw among them”
"People react too much to short-term things" | March 3, 2014
“when one woman took over John's Manville a year or two ago, she asked that Tracy be made the chairman of the board”
Afternoon Session - 2011 Meeting
“It affects Acme Brick. It affects Johns Manville. It affects our home services operation.”
2007 Berkshire Hathaway Shareholder Letter
“Shaw, Acme Brick, Johns Manville and MiTek were all hurt in 2007 by the sharp housing downturn, with their pre-tax earnings declining...38%”
Morning Session - 2005 Meeting
“led by John's Manville had the biggest increase that business is very strong currently”
Afternoon Session - 2004 Meeting
“Johns Manville... went bankrupt. They were the first, at least big one, that asbestos took into bankruptcy... Their behavior was among the worst in the history of American corporations.”
Wesco 2001 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“companies that were major users of asbestos such as Johns Manville covered it up and were rightly hit with damages”
Berkshire's long-term advantages
“we bought John's Manville because the other group had financing difficulties.”