#024 - Rational Musings: Learnings From Berkshire Hathaway Annual Shareholders Meeting 2021

Cyrus and Iman discuss the recent 2021 Berkshire Hathaway Annual Meeting. We covered inflation, innovation affecting the world's largest companies, crazes such as Robinhood, Bitcoin, SPACs, and finally details around Warren Buffett's successor following Charlie Munger's leak.

You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/UgDs-Gcdepg 

Materials referenced: Full Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=gx-Oz... Paul Cuatrecasas Rational VC episode: https://www.youtube.com/watch?v=uekOk... Paul Cuatrecasas Value Investing is Dead article: https://www.aquaapartners.com/wp-cont... Financial Minimalism: https://www.rationalvc.com/articles/m... Market bubble stream: https://www.youtube.com/watch?v=fOXBg... PFOF model explained: https://www.rationalvc.com/articles/d... SPACs: https://www.youtube.com/watch?v=kw3RV...

 

--

Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. ---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.