9 mentions across the corpus · positive 1 · negative 2 · neutral 4 · historical 2
Buffett: Coronavirus threat shouldn't change how you invest | February 24, 2020
“I got one from Johns Manville the other day, for example. You wouldn't normally think of them as having a big supply chain, but Shaw Carpets”
Afternoon Session - 2011 Meeting
“It affects Acme Brick. It affects Johns Manville. It affects our home services operation.”
2010 Berkshire Hathaway Shareholder Letter
“Johns Manville, MiTek, Shaw and Acme Brick have maintained their competitive positions”
2009 Berkshire Hathaway Shareholder Letter
“Shaw, Johns Manville, Acme Brick, and MiTek were $227 million, an 82.5% decline from $1.295 billion”
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 - 2007 Meeting
“residential construction related businesses are getting hit, in some cases getting hit very hard...Shaw, Johns Manville, Acme, Brick”
Morning Session - 2005 Meeting
“led by John's Manville had the biggest increase that business is very strong currently”
Morning Session - 2002 Meeting
“we bought John's Manville, which was the, my memory, was the first major company, really big company, to go into bankruptcy and be forced there by asbestos liability”
Berkshire's long-term advantages
“we bought John's Manville because the other group had financing difficulties.”