diary:2024-05:2024-05-06
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2024-05-06
- Charlie's rapier wit
- investing icons like Mario Gabelliand Himalaya’s Li Lu
- Images of famous twosomes over the years - Hope and Crosby, Laurel and Hardy, Laverne and Shirley, even Beavis and Butt-Head
- his voice sounding weaker and raspier
- Berkshire director Ron Olson
- actor Bill Murray
- parent company of Squishmallow - Jazwares
- See’s, CEO Pat Egan
- Dan Sheridan, the new CEO of Brooks
- Berkshire director Charlotte Guyman
Notes from https://www.ft.com/content/809c661a-b9cb-476b-8c63-51c9b2457f79
- 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
2024 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
- Walton family
diary/2024-05/2024-05-06.1715054217.txt.gz · Last modified: 2024/05/07 03:56 by raju