Berkshire Hathaway Annual Shareholder Meetings (since 1994)

2001-Afternoon Session-BRK Annual Shareholders Meeting

Dec 1, 2018

02:42:50

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Highlights

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Episode notes

Cost of Capital vs Return Promised: Capital Allocation and Shareholder Payouts

01:22

Managing Berkshire's Equity and Financial Structure

01:19

Potential of per capita consumption on a global scale

01:25

Making Money on the Long Side vs Arbitrage

01:00

Introduction

4min

Are US Returns on Equity in the US Higher Than in Europe?

3min

Accounting Shenanigans?

2min

How to Drive a High Return on Equity at Berkshire

5min

What Is Geico's Retention Rate?

5min

General Re

4min

Is There a Better Car?

3min

The Aggregates Business Concrete

2min

Graduate School of Value Investing

2min

10.

The Jack McDonald's Are a Little Clan of Their Own

3min

11.

Are You Concerned That the American Consumer Is So Far in Debt as a Whole as to Be a Problem?

3min

12.

The Trade Deficit Is a Very Interesting Thing

3min

13.

Are We Running Out of Private Companies That Meet the Criteria for Acquisitions of the Right Size?

3min

14.

Having a Culture of Acquisitions in Europe Is a Good Thing

3min

15.

The Best Business Getter Is the Work That's Already on Our Desk

4min

16.

Are the Future Cash Flow Coupons More Valuable?

4min

17.

Percher's Financial Products Business

5min

18.

The Derivatives Business Is a Dangerous Business

3min

19.

The Accounting Profession Has Failed the Wider Civilization

2min

20.

I Don't Know What I'm Doing Uh...

6min

21.

Bankruptcy and Percate

2min

22.

Buying a Large Present at Four Shimes This Morning

4min

23.

I'm a Prefered Risk Customer of U S a A

2min

24.

U S A

6min

25.

Zen Buddhism

3min

26.

Munger, Buffett and the Cost of Capital

1min

27.

The Cost of Capital in Business

5min

28.

The Cost of Capital and the Big Ideas

3min

29.

How to Teach the Capital Assets Pricing Model

4min

30.

Coke and Private Label Co-Products

2min

31.

The Battle Between Brands and Retailers

2min

32.

How Do You Sell Security Short?

5min

33.

Arbitrage Transactions - You Can't Make Really Big Money

55sec

34.

How to Make Money on a Berkshire Scale

3min

35.

How Do You Value Your Reputation for Loyalty to Your Investments?

5min

36.

You're Entitled to the Same Sort of Answer About Succession

5min

37.

Bircher's Previous Experience in the Silver Market

4min

38.

The Most Important Thing With the Electricity Business

3min

39.

The Old System Just Doesn't Make AnySense to Me

3min

40.

The Electric Utility Industry Will Need More Capacity

2min

41.

How Important Is Nominal Experience in the Business of Investing?

4min

42.

How Do You Know if You Have Only Two Years of Experience?

2min

43.

The Integer Value of Berkshire Half Away

3min

44.

How Much Will Berkshire Be Worth in Ten Years?

2min

45.

The Greatest Book Ever Written on Investing

4min

46.

What's the Difference Between Working Capital and Stocks?

2min

47.

What's Your Expectation for PUKA?

4min

48.

Puka

3min

49.

The Problem With Campaign Finance Reform

4min

2001-Afternoon Session-BRK Annual Shareholders Meeting

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