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Tweets from Warren Buffett’s Woodstock

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Traditions. As you get older your life slowly starts turning into a series of traditions. (I write this word and I think of Tevye the milkman in Fiddler on the Roof singing it.) And over the years, the beginning of May has turned into a wonderful tradition: a trip to Omaha to Buffett’s Berkshire Hathaway annual meeting.

Indeed, early May in Omaha, Nebraska, is almost like a spring-break destination for value investors (with fewer Señor Frog or Girls Gone Wild moments). But for a value investor, May is also the most intellectually stimulating time of the year.

As well as dinner in the evening with old and new friends — mostly at steakhouses, so I am sure my cholesterol, just like the stock market, was hitting all-time highs — I get to participate in several investment panels.

This year, for the fourth time, I was on the Value Investing Panel at Creighton University. For an hour and a half, I had the immense pleasure of answering questions from students. I also participated in an investment panel hosted by YPO, where I joined some great value investors, including Markel Corp’s smart, funny and articulate CIO Thomas Gayner, and Thomas Russo, a well-known value investor who has held some stocks for longer than the life expectancy of a Twinkie.

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Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of Active Value Investing (Wiley) and The Little Book of Sideways Markets (Wiley). His books were translated into eight languages. Forbes Magazine called him "The new Benjamin Graham".

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