5 mentions across the corpus · positive 1 · negative 3 · neutral 1 · historical 0
Wesco 2011 Annual Meeting — Notes of Charlie Munger's Remarks (The Inoculated Investor)
“People build too much fiber optic cable just like they built too many train tracks in the past. They then got the same outcome: a huge contraction. He has never looked at Level 3. He has three folders”
Wesco 2002 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“Would Berkshire ever invest in Level 3? We have the same problem as everyone else: it's very hard to predict the future [of Level 3]”
Afternoon Session - 2001 Meeting
“Level 3 Communications that is in an industry that's, well, there's been a lot of change happening and stock prices have been plummeting.”
Wesco 2001 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“People put a lot of money in new fiber optic networks, and now there is a bloodbath that has driven Level 3 stock down.”
Morning Session - 1999 Meeting
“And he's done very well in MFS and level three. And he's done very well in MFS and level three.”