Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

1

Introduction

00:00 • 2min

2

Warren Buffett's Take on Acquisitions

01:55 • 3min

3

The Importance of Teladine

05:04 • 2min

4

The Best Time in Omaha for an Investment Meeting

07:09 • 4min

5

The Annual Berkshire Meeting

11:07 • 2min

6

The History of Warren Buffett

13:10 • 2min

7

Buffett's Criticism of the Banking Industry

15:23 • 2min

8

Buffett's Comments on Politics

17:53 • 4min

9

Occidental's Decision to Not Own an Oil Company

21:54 • 2min

10

Occidental's Preferential Stocks

24:03 • 2min

11

The Long Life of Oil

26:11 • 4min

12

Occidental's 13 F's

30:35 • 4min

13

The Importance of Cap Allocation

34:39 • 3min

14

The Importance of Cap Allocation in Oil

37:25 • 6min

15

The Importance of Having a Good Idea

43:14 • 5min

16

How Japan Is Trying to Make It More Investor Friendly

48:37 • 3min

17

How to Shame a Business

51:58 • 4min

18

The Psychology of Investing in Japan

56:23 • 2min

19

Buffett's Thoughts on Activision

58:00 • 4min

20

How Buffett Views Apple as a Business

01:02:12 • 3min

21

How Much Is Berkshire's Position in Apple?

01:05:20 • 4min

22

The Importance of Avoiding Manipulation

01:09:29 • 3min

23

The Importance of Being Kind

01:12:35 • 4min

24

Buffett and Munger's Discussion on the Federal Reserve

01:16:09 • 2min

25

The Importance of Being Intellectually Honest With Yourself

01:18:02 • 5min

26

The Importance of Rationalism in the Market

01:23:10 • 4min

27

Buffett's Views on the Future of Value Investing

01:26:58 • 3min

28

The Future of Personality and Stuff

01:30:22 • 5min

29

The Future of Value Investing in the United States

01:35:12 • 6min

30

The Cost of Going Private

01:40:43 • 2min

31

How to Make Money With Mutual Conversions

01:43:03 • 2min

32

How to Make Money on a One Time Thing

01:44:54 • 4min

33

The Importance of Overlooked Stocks

01:49:17 • 4min

34

The Importance of Size in Investing

01:53:16 • 2min

35

The Importance of the Punch Card

01:55:14 • 5min

36

The Role of Price Discovery in Large Caps

02:00:08 • 2min

37

The Importance of Correlation in Investing

02:01:55 • 2min

38

The Rise of Interactive Brokers

02:04:11 • 5min