Berkshire Hathaway Annual Shareholder Meetings (since 1994)

2000-Morning Session-BRK Annual Shareholders Meeting

65 snips
Dec 1, 2018
The podcast discusses various topics including the logistics of the Berkshire Hathaway Annual Shareholders Meeting, investing in growth and value, the impact of the internet on investments, long-term performance and market position, understanding risk and intrinsic value, surprises and mistakes in the insurance business, clarifying the original Buffett partnerships, different arrangements and preferences of limited partners, transformation of the world through technology, impact of currency fluctuations and interest rates, advantages of buying equities and confidence in M&T bank and Disney, changing nature of investments and evaluating economic characteristics, importance of rational compensation, observations on market trends and valuations, challenges and changes in the newspaper industry, embracing uncertainty and avoiding average, and sustainable competitive advantage and durable profitability.
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1
Introduction
00:00 • 2min
2
Berkshire Hathaway Annual Shareholders Meeting Logistics
01:43 • 10min
3
Investing in Growth and Value: Definitions and Opportunities
11:36 • 10min
4
The Impact of the Internet on Investments
21:20 • 14min
5
Long-Term Performance and Market Position
35:05 • 5min
6
Understanding Risk and Intrinsic Value
40:27 • 5min
7
Surprises and Mistakes in the Insurance Business
45:33 • 10min
8
Clarifying the Original Buffett Partnerships
55:37 • 2min
9
Different Arrangements and Preferences of Limited Partners
57:38 • 16min
10
Transformation of the World through Technology
01:13:23 • 11min
11
Impact of Currency Fluctuations and Interest Rates
01:24:21 • 5min
12
Advantages of Buying Equities and Confidence in M&T Bank and Disney
01:29:14 • 16min
13
Changing Nature of Investments and Evaluating Economic Characteristics
01:45:16 • 2min
14
Importance of Rational Compensation
01:47:41 • 11min
15
Observations on Market Trends and Valuations
01:59:09 • 5min
16
Staying Away from Certain Things and Berkshire's Transformation in the Insurance Business
02:04:12 • 2min
17
Challenges and Changes in the Newspaper Industry
02:05:51 • 3min
18
Embracing Uncertainty and Avoiding Average
02:09:07 • 3min
19
Sustainable Competitive Advantage and Durable Profitability
02:12:17 • 6min