This column originally appeared throughout the day on Real Money Pro on May 5.
NEW YORK (Real Money) -- Let me summarize my once-in-a-lifetime experience.
Upon landing in Omaha on Thursday night, I immediately went to meet Lindsey Bell and TheStreet crew at the Omaha Hilton, right across from the convention center where the Berkshire Hathaway (BRK.A)/ (BRK.B) annual shareholders meeting would begin the next morning.
Lindsey did a nice job in the interview, seeking out not only my emotions but also the main subjects on which I planned to grill The Oracle on Saturday.Here is Lindsey's interview. I spent the rest of the evening at 801 Chophouse, having an unbelievable steak and editing my questions at the bar and a bit later back at the hotel room. Friday morning I was on CNBC's "Squawk Box" with Becky Quick and my buddy/friend/pal Mario Gabelli. It was a fun interview on the stage of the convention center that was later to be the locale of the annual shareholders meeting. Becky asked me how I felt, and I said that I felt like a journeyman pitcher facing my Hall of Famer cousin Los Angeles Dodgers pitcher Sandy Koufax. What is worse is that I faced two terrific hitters. In the No. 3 position in the batting order was Charlie Munger, with a lifetime batting average of .390, and in the cleanup spot was the greatest hitter in the history of Major League Finance, Warren Buffett. Nevertheless, in my questions on Saturday, I had hoped to throw the duo a few tough curveballs. She asked me how I prepared. Similar to Mario, I had been researching stocks, but since Berkshire has been under a microscope, I had to do a deeper dive -- almost as an investigative reporter. Fortunately, I had some experience, having been a Nader Raider and coauthoring Citibank with Ralph Nader and The Center for Responsive Law. I not only re-read the important books on Berkshire and Buffett (written by Carol Loomis, Alice Schroeder and Roger Lowenstein) but I also spoke to numerous acquaintances (both business and personal), many of whom disclosed previously undisclosed (and some non-disclosable) information that was quite interesting and helpful in the formulation of my questions.
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