diary:2024-05:2024-05-06
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diary:2024-05:2024-05-06 [2024/05/07 05:03] – raju | diary:2024-05:2024-05-06 [2024/05/11 14:42] (current) – raju | ||
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* Charlie' | * Charlie' | ||
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* the contenders to replace Jain include Peter Eastwood, who runs the fast-growing Berkshire Hathaway Specialty Insurance unit, and Charlie Shamieh, chair of Gen Re, a reinsurer Berkshire acquired in 1998. Todd Combs, one of Buffett’s two investment deputies and who became chief executive of Geico in 2019 | * the contenders to replace Jain include Peter Eastwood, who runs the fast-growing Berkshire Hathaway Specialty Insurance unit, and Charlie Shamieh, chair of Gen Re, a reinsurer Berkshire acquired in 1998. Todd Combs, one of Buffett’s two investment deputies and who became chief executive of Geico in 2019 | ||
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- | 2024 Berkshire Hathaway annual meeting - https:// | ||
- | * John Rogers, Ariel investments chairman & co-CEO | ||
- | * Book: Poor Charlie' | ||
- | * Q1 2024 operating earnings = \$11,222 mln | ||
- | * Q1 2023 operating earnings = \$ 8,065 mln | ||
- | * Operating earnings history | ||
- | * 2019 - \$23,972 mln | ||
- | * 2020 - \$21,922 mln | ||
- | * 2021 - \$27,597 mln | ||
- | * 2022 - \$30,853 mln | ||
- | * 2023 - \$37,350 mln | ||
- | * How do you think about the role of technological advances especially generative AI on more traditional industries? | ||
- | * Ajit Jain: Climate change like inflation, done right can be a friend to the risk bearer. | ||
- | * Healthcare is 17-18% of GDP | ||
- | * NFM CEO | ||
- | * Helzberg Diamonds CEO | ||
- | * Lubrizol CEO | ||
- | * See's candies CEO | ||
- | * Walton family; Walmart | ||
- | * absorption capacity (context: philanthropy) | ||
- | * appreceptive mass (context: psychology) | ||
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- | /* Have to start watching from 5:48:00 onwards */ | ||
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diary/2024-05/2024-05-06.txt · Last modified: 2024/05/11 14:42 by raju