

2018-Morning Session-BRK Annual Shareholders Meeting
23 snips Dec 3, 2018
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47
Introduction
00:00 • 4min
The First Quarter of 2008 - What's Next?
04:23 • 5min
The Dow Jones Industrial Breaks 100 on the Downside
09:28 • 2min
The Stock That Was at 39 and a Quarter
11:18 • 2min
The American System Was Working Well Since 1776
13:23 • 2min
How Is American Business Going to Do Over Your Investing Life?
15:02 • 1min
Why You Can't Really Fail at It Unless You Buy the Wrong Stock
16:30 • 2min
Are You Semi-Retired?
18:52 • 4min
Precision Cast Parts - What's Next for Precision?
22:42 • 2min
The Long Term Outlook for Precision Acquisitions
24:41 • 2min
Is There a Win-Win Situation?
27:01 • 4min
The Benefits of Free Trade Are Huge
30:53 • 2min
Warren Buffett and Charlie Munger - What's the Difference?
32:46 • 5min
Berkshire Is the First Call, Charlie?
37:27 • 3min
Is There a $400 Billion Super Cap of All Time?
40:38 • 4min
2% Probability Per Year of a $400 Billion Event
44:59 • 2min
Is There a New Accounting Rule for Capital Allocation in the Public Sector?
46:39 • 3min
What Is the Key to a Successful Investment? Wells Fargo
50:00 • 3min
Is Wells Fargo Going Forward Better Than the Other Big Banks?
53:11 • 4min
How Much Did We Pay You Last Year?
57:28 • 2min
The Power of Berkshire Brand and Its Reputation in Times of Financial Distress
59:18 • 3min
I'll Be Missed a Little Bit, Mr. Buffett
01:02:14 • 5min
Warren Buffett's Bottom Line
01:07:27 • 5min
I Don't Want to Receive That in That Form, Do You Want To?
01:12:12 • 3min
The Margin Structure of the Grocery and Convenience Store Distribution Business Has Been Squeezed
01:15:12 • 3min
Do You Know How to Apply Cognitive Biases to Internet-Related Companies?
01:18:19 • 2min
The Cost Problem in American Business Is a Tapeworm
01:20:25 • 3min
Will Warren Imitate Rockefeller in One Way or Another?
01:23:48 • 3min
The S&P 500 Index, Ted and Todd
01:26:32 • 6min
The First Quarter Is a Wonderful Year, Charlie Munger?
01:32:06 • 3min
The American Steel Industry Is Not Competitive - It's Just Not Competitive.
01:35:11 • 6min
Should Berkshire Hathaway Own Guns?
01:40:48 • 3min
Is There a One-Time Special Dividend as a Means of Returning Capital to Shareholders?
01:44:08 • 3min
Is There a Special Dividend?
01:47:04 • 4min
The Problem Is Size, Not Geography
01:51:01 • 2min
What Will Berkshire Hathaway Look Like in 2068?
01:53:28 • 4min
Dura Sell
01:57:30 • 5min
The Bond Market Is Not a Good Investment
02:02:40 • 4min
Zero - Based Budgeting in Berkshire Hathaway?
02:06:40 • 4min
Is Your Strategy for Small Commercial Insurance Competitive?
02:10:29 • 3min
Is It Easy to Take Cost Out of a System?
02:13:14 • 4min
Is There a Moat in Healthcare?
02:17:13 • 4min
Berkshire Energy Is a Low Cost Producer
02:21:17 • 2min
Berkshire Hathaway Energy
02:23:39 • 4min
The Retention of Earnings Beyond Dividends
02:27:25 • 5min
I Don't Think There Are Unusual Profits in Real Estate Agents
02:32:33 • 4min
Is Kraft Heinz a Good Buy?
02:36:31 • 3min