2023-Part 1-BRK Annual Shareholders Meeting

Berkshire Hathaway Annual Shareholder Meetings (since 1994)

This Berkshire Hathaway shareholder meeting podcast features a Q&A session with Warren Buffett and Charlie Munger, along with other Berkshire executives. The first section covers Berkshire's first-quarter earnings ($8 billion in operating earnings) and the company's financial health ($504 billion GAAP net worth, $165 billion in float). The majority of the podcast focuses on answering shareholder questions covering diverse topics, including the impact of Silicon Valley Bank's failure, competitive challenges faced by Berkshire subsidiaries (GEICO and BNSF), the future of value investing in the age of AI, commercial real estate, succession planning, and US-China relations. Specific examples discussed include Berkshire's unique AIG liability transaction and its significant investment in Japanese companies. The discussion highlights Berkshire's long-term investment strategy and its focus on building strong businesses.

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