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diary:2024-05:2024-05-06

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2024-05-06


Notes from https://www.barrons.com/amp/articles/berkshire-hathaway-warren-buffett-charlie-munger-meeting-5b0d1b77

  • 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