Motley Fool Money

Price Matters

Mar 21, 2022

This week, Jason Moser, a Senior Analyst at Motley Fool, dives into Berkshire Hathaway's blockbuster $11.6 billion acquisition of Alleghany Insurance, unpacking Warren Buffett's strategic investment philosophy and the prospect of future acquisitions. Meanwhile, Arnold Donald, CEO of Carnival Cruise Line, shares how the company is innovating in a post-pandemic world with eco-friendly ships and enhancements designed for guest experiences, highlighting the exciting future of cruising as consumer engagement rebounds.

22:54

Creator website

Episode guests

Jason Moser

Arnold Donald

AI Chapters

Episode notes

Intro

3min

Berkshire Hathaway's Strategic Moves

9min

Innovations in the Cruise Industry Post-Pandemic

3min

Eco-friendly Innovations and the Future of Cruising

2min

Enhancing Cruise Experiences

5min

After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes: - The reaction from investors - Berkshire-Hathaway's increased exposure to the insurance industry - Potential for another acquisition in the next few years - Buffett's patience and relentless focus on price, and what it can teach all investors

(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.

Stocks discussed: BRK, Y, CCL, DIS, AMC

Host: Chris Hill Guests: Jason Moser, Rick Munarriz, Arnold Donald Engineer: Tim Sparks

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