Motley Fool Money

Berkshire Hathaway Meeting Preview

May 3, 2023

Asit Sharma, an investment analyst at The Motley Fool, discusses various companies and market trends, while Deidre Woollard shares her insights on Berkshire Hathaway's investments. They delve into Johnson & Johnson's spin-off of Kenvue, examining its implications for shareholders. The financial details of Darden Restaurants' acquisition of Ruth's Hospitality Group are analyzed, alongside Yum! Brands’ Q1 earnings, which revealed consumer behavior shifts. Finally, they share anticipations for Berkshire Hathaway's annual meeting and the future of its leadership.

23:33

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Episode guests

Deidre Woollard

Asit Sharma

AI Chapters

Episode notes

Intro

2min

Valuation Insights: Kenview Brands' IPO and Johnson & Johnson's Control

2min

The Power of Brands and Strategic Acquisitions

5min

Yum! Brands Q1 Earnings Analysis

4min

Insights from the Berkshire Hathaway Annual Meeting

10min

Investing’s biggest weekend is almost here.

(00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson’s spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group. - Yum! Brands quarter, and what it says about the global economy.

(12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL

Host: Ricky Mulvey Guests: Asit Sharma, Deidre Woollard, Matt Frankel Engineer: Dan Boyd

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