This podcast episode explores the highlights of Berkshire's annual meeting, including Warren Buffett's views on buybacks and the growing cash pile of over $190 billion. The discussions touch on the potential changes in Berkshire's investment strategy, the reduction in its stake in Apple, and Buffett's perspective on his failed investment in Paramount. The episode also emphasizes the importance of reassessing investments and the rationality of exiting positions when they don't align with the original thesis.
