Berkshire Hathaway Annual Shareholder Meetings (since 1994)

1996-Afternoon Session-BRK Annual Shareholders Meeting

Dec 1, 2018

02:26:18

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Episode notes

Compensation Aligned with Cost of Capital

01:24

Diversification vs Focus on Quality Businesses

01:26

Focus on Business Fundamentals, Not Market Indicators

01:02

Value in Holding Businesses

01:14

Introduction

2min

Bill Gates and American Express

2min

How to Choose a Good Manager for Your Business

2min

The Importance of Good Management in American Business

2min

The Importance of Diversification in Corporate America

3min

The Importance of Diversification

2min

The Importance of Owning Three Wonderful Businesses

2min

The Importance of Portfolio Theory in Corporate Finance

2min

The Future of Business

1min

10.

The Importance of Efficiency in the Textile Industry

3min

11.

The Displacement of People

2min

12.

Warren Buffett: The Importance of Downsizing

3min

13.

The Negative Effects of Capital in the Reinsurance Business

2min

14.

The Importance of a Budget in Insurance

1min

15.

The Future of Reinsurance

2min

16.

Berkshire Hathaway's International Reinsurance Business

2min

17.

GEICO's Future in the United States

2min

18.

The Cost of Focused Management at GEICO

2min

19.

The Importance of Focus in Emerging Markets

2min

20.

The U.S. Air Preferentially Addresses and Corrects Fundamental Problems

2min

21.

The Inherent Value of Insurance Businesses

2min

22.

The Value of the Insurance Business

2min

23.

The Importance of Running a Business Right

2min

24.

Freddie Mac's Convexity Problem

2min

25.

The Importance of Investing in Your Portfolio

2min

26.

The Importance of Owning a Great Company

2min

27.

Phil Carrey: The Hero of Investing

1min

28.

How to Invest in High Technology Stocks

3min

29.

The Impact of Change on Business

3min

30.

The Vicissitudes of Time

2min

31.

The 2000 Question With Computers

2min

32.

The Unusual Portfolio of Berkshire Hathaway

2min

33.

The Future of Berkshire

2min

34.

The Importance of Michael Eisner in Disney's Success

1min

35.

The Future of Disney

3min

36.

Solomon's Investments in the Security Business

2min

37.

The Rise of the NASDAQ Market

2min

38.

How to Make Money Shorting Stocks

2min

39.

The Role of Foreign Companies in Berkshire Hathaway

2min

40.

Where Is the Money Set That Comes In, Say, From Dividends?

2min

41.

Solomon's Volatility in Profits

4min

42.

The Volatility of Solomon's Earnings

3min

43.

The Effect of Lloyd's on Berkshire Insurance

2min

44.

The 100 or So Models We Ought to Have in Our Head

3min

45.

The Importance of Focusing on Business Patterns

2min

46.

The Problem With Rewarding Companies for Capital

2min

47.

How to Charge People for Capital

2min

48.

The Fair Way to Compensation Your Managers

1min

49.

The Circle of Competence of Michael Eisner

2min

50.

The Advantages of Owning a Mouse

2min

51.

The Unlearning of Dawkins

2min

52.

The Intelligent Investor

2min

53.

The Advantages of Owning a Business

2min

54.

The Importance of Market Share in Opportunity Insurance

2min

55.

The Future of Insurance

2min

56.

The Importance of Imagining Capitalist Premises

3min

57.

The Inequality of Opportunity

2min

58.

The Importance of Social Intervention in Capitalism

3min

59.

The Competitive Position of Wells Fargo

2min

60.

The Advantages of an in-Market Merger

2min

61.

The Advantages of Mergers in Banking

2min

62.

JICO's Asset Allocation Decisions After the Merger

2min

63.

The Future of JICO

2min

64.

The Future of Investment Portfolios

2min

65.

The Two-Tier Market Created Difficulties

2min

66.

The Importance of Floating Businesses

2min

67.

The Liquidity of Class B Stock

3min

68.

The $40 Billion to $400 Million Ratio

2min

69.

The Impact of Inflation on the Equity Market

2min

70.

The Impact of Equity Cap on Return on Equity

2min

71.

The Impact of Consolidation on American Industry

2min

72.

The Retail Store Industry: A Tough Business

2min

1996-Afternoon Session-BRK Annual Shareholders Meeting

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