18min chapter

The Compound and Friends cover image

Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

The Compound and Friends

CHAPTER

Insights from Berkshire Meeting and Investment Decisions

The chapter reflects on the experiences of the speakers during the Berkshire meeting, discussing Warren Buffett's role, leadership dynamics, and investment decisions. It analyzes Berkshire's substantial investment in Apple, the sale of Apple shares for NVIDIA, and the underperformance of younger stock pickers in the market. The conversation also explores the financial aspects of insurance companies, market projections based on earnings per share, and the impact of a strong dollar on international markets.

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