Berkshire Hathaway Annual Shareholder Meetings (since 1994) 2015-Afternoon Session-BRK Annual Shareholders Meeting
24 snips
Dec 1, 2018 AI Snips
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Episode notes
Best Businesses In Inflation
- Businesses that require little continuous capital investment perform best during inflation.
- Brands with strong recognition gain value as replacement costs rise.
Climate Change and Insurance Pricing
- Global warming's effect on yearly insurance pricing is currently immaterial.
- Property-specific factors matter more than climate change in short-term risk assessments.
Invest in Strong Brands During Inflation
- Focus on buying businesses with strong brands and minimal capital needs during inflation.
- Avoid capital-heavy businesses like utilities or railroads, which suffer in inflation.