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We Study Billionaires - The Investor’s Podcast Network

TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023

May 12, 2023
Warren Buffett, Chairman and CEO of Berkshire Hathaway, and Charlie Munger, its Vice Chairman, share their investment wisdom at the 2023 shareholders meeting. They discuss the shifting landscape of commercial real estate and the importance of adaptability for value investors. Insights include Buffett's capital allocation strategies, updated views on Taiwan Semiconductor, and the enduring strength of the US Dollar as a reserve currency. Munger emphasizes thoughtful position sizing while both provide timeless life advice, highlighting prudent investing for future generations.
01:10:42

Podcast summary created with Snipd AI

Quick takeaways

  • Commercial real estate challenges and the importance of controlling one's destiny.
  • The changing landscape of value investing and the need for adaptability.

Deep dives

Highlights from the 2023 Berkshire Hathaway Shareholders Meeting

The episode covers the 2023 Berkshire Hathaway shareholders meeting in Omaha. The meeting attracted over 40,000 attendees and featured a marathon Q&A session with Warren Buffett and Charlie Munger. The episode emphasizes the importance of connecting with like-minded individuals at events and highlights the success of the TIP meetups. Clips from the meeting touch on topics such as commercial real estate, the future of value investing, position sizing, and major mistakes to avoid.

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