11 mentions across the corpus · positive 3 · negative 1 · neutral 7 · historical 0
Buffett: "I was wrong" on Kraft Heinz | February 25, 2019
“I felt I didn't understand the business. Then after I started buying, and I felt I still didn't understand the business... I don't think I understand exactly where the cloud is going”
Buffett: "I was wrong" on Kraft Heinz | February 25, 2019
“Oracle, that was a stake that you suddenly popped up in the third quarter that Berkshire had $2.1 billion billion dollars of Oracle shares”
Setting the stage for CEO succession | January 10, 2018
“Hey, hey, Oracle man. Good to see you.”
Daily Journal Annual Meeting 2016 — Munger Q&A
“Up came Oracle and Microsoft and all kinds of other people who were formerly not so large.”
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“oracle's going to prosper, but I think IBM's going to prosper too”
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“It's true with Apple. It's true with Oracle. It's true with Qualcomm. Those companies earn extraordinary returns on net tangible equity”
Daily Journal Annual Meeting 2013 — Munger Q&A
“The people like Oracle and Microsoft, and never wanted to be a mixed businesses too awful”
Morning Session - 2006 Meeting
“other information technology companies such as IBM, some microsystem, Oracle, Dell, EMC, and Intel”
“dinner at the home of Jeff Henley, chief financial officer (and now chairman) of Oracle Corp.”
“Catching and riding some sort of big wave. Example, Oracle. By the way, I cited Oracle before I knew that the Oracle CFO (Jeff Henley) was a big part”
UCSB Speech: Academic Economics — Strengths and Faults (2003)
“Catching and riding some sort of big wave. Example, Oracle. By the way, I put down Oracle before I knew that the Oracle CFO was a big part of the proceedings here today.”