

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.
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
Berkshire Hathaway Annual Shareholders Meeting Logistics
01:43 • 10min
Investing in Growth and Value: Definitions and Opportunities
11:36 • 10min
The Impact of the Internet on Investments
21:20 • 14min
Long-Term Performance and Market Position
35:05 • 5min
Understanding Risk and Intrinsic Value
40:27 • 5min
Surprises and Mistakes in the Insurance Business
45:33 • 10min
Clarifying the Original Buffett Partnerships
55:37 • 2min
Different Arrangements and Preferences of Limited Partners
57:38 • 16min
Transformation of the World through Technology
01:13:23 • 11min
Impact of Currency Fluctuations and Interest Rates
01:24:21 • 5min
Advantages of Buying Equities and Confidence in M&T Bank and Disney
01:29:14 • 16min
Changing Nature of Investments and Evaluating Economic Characteristics
01:45:16 • 2min
Importance of Rational Compensation
01:47:41 • 11min
Observations on Market Trends and Valuations
01:59:09 • 5min
Staying Away from Certain Things and Berkshire's Transformation in the Insurance Business
02:04:12 • 2min
Challenges and Changes in the Newspaper Industry
02:05:51 • 3min
Embracing Uncertainty and Avoiding Average
02:09:07 • 3min
Sustainable Competitive Advantage and Durable Profitability
02:12:17 • 6min