In this episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett.
In this episode, you’ll learn:
- What Clay and Kyle did during the Berkshire weekend in Omaha.
- Clay and Kyle’s takeaways from the tribute to Charlie Munger at the Berkshire event.
- What Buffett would do with Munger if he had one more day with him.
- How Berkshire’s managers communicate with Warren, Greg, and Ajit.
- Who the primary capital allocator will be post-Buffett.
- How Buffett would invest if he were managing a smaller amount of capital.
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
In this episode, you’ll learn:
- Buffett and Munger’s thoughts on the commercial real estate.
- Why value investors must evolve to the increasingly competitive world of investing.
- How Buffett allocates capital to balance profits versus building out a competitive moat.
- Munger’s stance on position sizing.
- Buffett’s updated thoughts on Taiwan Semiconductor which is a business Berkshire entered and fully exited over a matter of months.
- Buffett’s thoughts on the US Dollar’s status as the world’s reserve currency.
- Common mistakes to avoid to live a good life.
- Buffett and Munger’s most recent thoughts on Occidental.
- How Berkshire can continue to attract high quality subsidiary managers.
- And much more!
In today’s show, Stig Brodersen and Trey Lockerbie discuss the 2022 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren Buffett and Charlie Munger and break down the implications to stock investors.
In this episode, you’ll learn:
- The biggest takeaways from the meeting.
- Why and what Berkshire Hathaway invested $51B in during Q1 2022.
- Berkshire Hathaway and their plans for share buyback.
- Warren Buffett’s view of inflation.
- Warren Buffett’s experiences of changing his opinion.
- Warren Buffett’s learning objectives on merger arbitrage bets.
In today’s show, Stig and Trey discuss the 2021 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren Buffett and Charlie Munger and explain the implications to stock investors.
In this episode, you’ll learn:
- Why Buffett wasn’t greedy when others were fearful during the pandemic
- Why Buffett sold Apple stocks, and whether Munger agreed with the decision
- What Warren Buffett and Munger think about Modern Monetary Theory
- What we can learn from Buffett continuing to buy back Berkshire’s stock in the open market
- Ask The Investors: What is the Scuttlebutt method?
On today’s show, Preston and Stig have a second part episode cover the Berkshire Hathaway Shareholders Meeting for 2020 (part 2).
In this episode, you’ll learn:
- Will Berkshire Hathaway outperform S&P500?
- What are the inflationary and deflationary risks for Berkshire Hathaway’s capital intensive businesses?
- Why didn’t Buffett repurchase more Berkshire Hathaway stocks so far in the corona crisis?
- Can the US government default on its bonds?
- Ask The Investors: When do you sell your profitable stocks?
On today’s show, Preston and Stig cover the Berkshire Hathaway Shareholders Meeting for 2020 (Part 1).
In this episode, you’ll learn:
- Why did Warren Buffett sell his airline stocks?
- Whether Warren Buffett recommends that retail investors buy stocks now?
- Why Berkshire Hathaway hasn’t acted more in the financial markets during the corona crisis so far
- How does Warren Buffett allocate capital across Berkshire Hathaway
- Ask The Investors: What does “cash is trash” mean?
Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.
In this episode, you’ll learn:
- If Warren Buffett would invest in an index fund with his excess cash of more than $100B?
- How do I decide where to start when building my circle of competences?
- Why Warren Buffett has a different view on Corporate Governance than Corporate America
- How Warren Buffett thinks about AI and machine learning, and if it will change the landscape of employment
- Ask The Investors: How do I value emerging moats?
Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.
In this episode, you’ll learn:
- Why Warren Buffett bought back more shares in Q1 2019 than all of 2018
- Why Warren Buffett thinks he overpaid for Kraft Heinz
- Warren Buffett’s advice to aspiring money managers
- What Warren Buffett thinks about his position in Apple
- Ask The Investors: What is your opinion on leveraged buybacks?
In this episode, Preston and Stig talk about their experience of attending the 2018 Berkshire Hathaway Shareholder’s meeting. The Investors play five of the best Q&A that occurred during the meeting. After each question, Preston and Stig provide their feedback and analysis on Buffett and Munger’s responses.
In this episode, you’ll learn:
- If Elon Musk is right about Warren Buffett’s being wrong about competitive advantage?
- Why Warren Buffett won’t invest in cryptocurrencies
- Why many Berkshire Hathaway’s employees can’t invest accordingly to Buffett’s principles in their 401K
- Why Warren Buffett would rather hire a person who applies chapter 8 of The Intelligent Investor than a top student from a top business school
- What Charlie Munger and Warren Buffett think about Machine Intelligence and stock investing in the future
In this first part episode, Preston and Stig talk about their amazing experience from meeting up with the TIP community in Omaha for the Berkshire Hathaway annual shareholder meeting. In this episode, you’ll also hear Warren Buffett’s answer to the best questions asked by the shareholders for the 2018 meeting. After hearing each response by Buffett and Munger, Preston and Stig’s provide their analysis of the discussion.
In this episode, you’ll learn:
- If Buffett plans to sell his investment in Well’s Fargo after the recent scandal?
- How the new accounting rules change the way investors value companies
- If Buffett wants to pay a special dividend as Berkshire Hathaway is approaching a $150B cash position
- How Buffett would invest differently if he only had $1B in his portfolio
- How Buffett evaluates the attractiveness of bonds
In this second part episode, Preston and Stig play the best questions and answers from the 2017 Berkshire Hathaway Shareholder’s meeting. After hearing each response by Buffett and Munger, Preston and Stig provide their analysis of the discussion.
In this episode, you’ll learn:
- How Warren Buffett estimates the intrinsic value of Berkshire Hathaway
- How artificial intelligence might impact Berkshire Hathaway
- What Warren Buffett has learned about investing in the last decade
- Warren Buffett and Charlie’s forecast about economic growth
In this first part episode, Preston and Stig talk about their amazing experience from meeting up with the TIP community in Omaha for the Berkshire Hathaway annual shareholder meeting. In this episode, you’ll also hear Warren Buffett’s answer to the best questions asked by the shareholders for the 2017 meeting. After hearing each response by Buffett and Munger, Preston and Stig’s provide their analysis of the discussion.
In this episode, you’ll learn:
- Why Warren Buffett recently sold IBM stocks and bought Apple instead
- How much Warren Buffett thinks the Berkshire stock will compound its intrinsic value over the next 10 years
- Why Warren Buffett regrets not investing in Google
- Why Warren Buffett is a great stock picker, but an even better business owner
In this episode Preston and Stig talk about their amazing experience from meeting up with the TIP community in Omaha for the Berkshire Hathaway annual shareholder meeting. In this episode you’ll also hear Warren Buffett’s answer to the five best questions asked by the shareholders for the 2016 meeting, and Preston and Stig’s discussion of his response.
In this episode, you’ll learn:
- How it is to attend Warren Buffett’s annual shareholder meeting
- If negative interest rates have changed how Warren Buffett is valuating stocks
- How you can run a company with negative net working capital
- How Warren Buffett is currently looking at the real estate market
- Why Warren Buffett doesn’t want to discuss IBM
This article provides an overview of Preston and Stig’s discussion of Warren Buffett’s company Berkshire Hathaway and his educational letters to shareholders.
This article and podcast answers the following questions:
- What is Berkshire Hathaway’s business model?
- What is the secret to Berkshire Hathaway’s success?
- Ask the Investors: How would Benjamin Graham invest in an index fund?
