01 Dec 2018
2h 40m

2003-Afternoon Session-BRK Annual Shareholders Meeting

Podcast cover

Berkshire Hathaway Annual Shareholder Meetings (since 1994)

This podcast features a Q&A session with Warren Buffett and Charlie Munger, who address a variety of questions from shareholders. The topics discussed include investment strategies, Berkshire Hathaway's financial decisions, risk management, economic outlook, management policies, and their views on accounting practices like goodwill impairment and the use of EBITDA. They also share their perspectives on philanthropy, international investments, and public policy issues such as social security and tax reform, while also sharing anecdotes and personal philosophies on business and investing.

Outlines

Part 1: Investment Strategies and Berkshire's Positioning

Part 2: Value Investing and Risk Management

Part 3: Company Analysis and Accounting Practices

Part 4: Social Responsibility and Business Characteristics

Part 5: Investment Decisions and Market Dynamics

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