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The Unexpected Bid of Elon Musk to Buy Twitter
Flipping the Bird is a new podcast from TheInvestors.com. This week, Jarrett looks at an innovative tech company in the field of data protection. Also on the show: Elon Musk's unexpected bid to buy Twitter and all the drama that has happened since then.
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
05:30 - Buffett and Munger’s thoughts on the commercial real estate.
09:37 - Why value investors must evolve to the increasingly competitive world of investing.
17:36 - How Buffett allocates capital to balance profits versus building out a competitive moat.
33:04 - Munger’s stance on position sizing.
38:16 - Buffett’s updated thoughts on Taiwan Semiconductor which is a business Berkshire entered and fully exited over a matter of months.
40:09 - Buffett’s thoughts on the US Dollar’s status as the world’s reserve currency.
54:40 - Common mistakes to avoid to live a good life.
01:01:21 - Buffett and Munger’s most recent thoughts on Occidental.
01:12:23 - How Berkshire can continue to attract high quality subsidiary managers.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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