Berkshire Hathaway, Sokol findings

For its ethical precepts, the just-released report on David Sokol's Lubrizol-related trading is an important read. Reading between the lines, this report sends a clear message: Buffett is pissed. Thankfully, it was released just ahead of the annual meeting this weekend. This ought to free up more time for questions about other matters and I'm very much looking forward to just that.