

2003-Morning Session-BRK Annual Shareholders Meeting
12 snips Dec 1, 2018
Highlights from the podcast include the election of directors, evaluating options and the flaws in the stock option system, the impact of inflation on corporate earnings, flawed thinking on manufacturing jobs, rising costs of employee benefits and healthcare inflation, evolving investment strategies, examples of companies regaining or losing their competitive position, the importance of temperament in investment decisions, the benefits of equal investing without fees, and the risks of derivatives and the importance of passion.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 6min
Election of Directors and Shareholder Proposal
06:03 • 25min
The State of the Economy and Insurance Businesses
31:26 • 20min
Evaluating Options and Black Scholes Model
51:47 • 16min
The Impact of Inflation on Corporate Earnings and Equity Investments
01:08:00 • 6min
The Flawed Thinking on Manufacturing Jobs
01:14:12 • 22min
Employee Benefits Costs and Healthcare Inflation
01:36:19 • 9min
Continuous Learning and Evolving Investment Strategies
01:44:51 • 8min
Losing and Regaining Competitive Position
01:52:50 • 2min
Temperament, Stock Prices, and Investment Decisions
01:55:15 • 20min
The Benefits of Equal Investing Without Fees
02:15:26 • 6min
Risks of Derivatives and Importance of Passion
02:21:41 • 14min