Let's go to the highlights

Even without an in-person audience of thousands, Charlie Munger and his zingy one-liners, three journalists asking questions, and dozens of shareholders asking their questions, this year's streaming-only shareholders meeting ran 4 1/2 hours, only 30 minutes less than usual.

Video of the entire session (in two parts) is now posted on CNBC's Warren Buffett Archive. A synchronized transcript will be added in the next few days.

For those with a little less time right now, here's a sneak peek of the "highlight reel" that will also be added to the Buffett Archive soon.

Some more highlight clips

• Berkshire sold all its airline stocks because of the coronavirus
• Why Buffett hasn’t made any big new investments in several years
• How the state of Big Banks makes coronavirus different from 2008
• Buffett explains the US economy in 10 minutes
• Watch the five best moments
• Fortunate to have Dr. Fauci during coronavirus crisis
• Investor concerns about oil prices
• Coronavirus and insurance: Expect ‘a lot of litigation’ ahead
• Buybacks can make sense at the right price
• Berkshire is as sound as any single investment can be
• For most people, the best thing is to do is owning an S&P 500 index fund
• Buffett and Charlie Munger remain in good health

Buffett lunch auction delayed

This year's charity auction for lunch with Buffett will be delayed until later this year due to the COVID-19 pandemic. It is typically held in the late spring.

Twenty years of annual auctions have raised almost $35 million for GLIDE in San Francisco, which works to "transform the lives of those hit hardest by poverty, food insecurity and homelessness."

Buffett's first wife, Susie, worked with GLIDE and helped start the auction in 2000.

Musk isn't Buffett's "biggest fan"

In an appearance on Joe Rogan's podcast this week, Tesla's Elon Musk that while he isn't Buffett's "biggest fan," the Omaha billionaire's capital allocation does have value.

"That’s kind of a boring job if you ask me, but it’s still a thing that’s important to figure out."

In 2018, Musk criticized competitive "moats," a key part of Buffett's investing philosophy. He responded by saying that Musk is "trying to do something to improve a product and I salute him for that.”

Here's the Sam Nunn video Buffett highlighted

During the meeting, Buffett lamented that a 2015 Nuclear Threat Initiative YouTube video in which Sam Nunn presciently warned, "Germs have no borders," had only 831 views.

If you had some trouble finding it, as I did, here it is: "Innovating an End to Pandemics." 

As of now, it has 1,104 views.

BUFFETT AROUND THE INTERNET

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BERKSHIRE STOCK WATCH

BERKSHIRE'S TOP STOCK HOLDINGS 

Berkshire's top stock holdings by market value, based on today's closing prices. The number of shares held is as of December 31, 2019, as disclosed in the company's February 14 13F SEC filing, except for Bank of New York Mellon, which is as of April 8, 2020, and U.S. Bancorp, which is as of April 15, 2020.

The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

QUESTIONS OR COMMENTS

Please send any questions or comments about the newsletter to me at alex.crippen@nbcuni.com. (Sorry, but we don't forward questions or comments to Buffett himself.)

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-- Alex Crippen, Editor, Warren Buffett Watch