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--- diary:2024-05:2024-05-06 [2024/05/07 03:50] – raju
+++ diary:2024-05:2024-05-06 [2024/05/11 14:42] (current) – raju
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 ==== 2024-05-06 ====
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 Notes from https://www.barrons.com/amp/articles/berkshire-hathaway-warren-buffett-charlie-munger-meeting-5b0d1b77
   * Charlie's rapier wit
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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
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-Berkshire Hathaway annual meeting - https://www.youtube.com/live/X3wLdzddRtI?feature=shared
-  * John Rogers, Ariel investments chairman & co-CEO
-  * Book: Poor Charlie's Almanac, 4th edition
-  * 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
-/* Have to start watching from 4:38:00 onwards */
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