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cover of episode TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve

TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve

2025/5/11
logo of podcast We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

AI Deep Dive Transcript
People
C
Clay Fink
G
Greg Abel
K
Kyle Grieve
投资分析师和播客主持人,专注于高质量股票分析和投资策略讨论。
R
Robert Leonard
W
Warren Buffett
Topics
Clay Fink: 我回顾了巴菲特第60届年度股东大会,并分享了我对巴菲特退休以及阿贝尔接任首席执行官的看法。这次会议非常令人难忘,会场座无虚席,直到问答环节结束。巴菲特宣布退休,并表示不会出售其在伯克希尔·哈撒韦公司的股份,因为他相信在阿贝尔的领导下,公司前景会更好。 我参加了这次会议,并与志同道合的人们建立了联系。这与我平时独自阅读和研究的日常形成对比,让我感到非常高兴。 在会议上,我注意到巴菲特对阿贝尔的赞扬,以及他对长期合作关系的重视。阿贝尔将接任首席执行官,但伯克希尔·哈撒韦公司的基本战略将保持不变。 总的来说,这次会议非常成功,并且在伯克希尔·哈撒韦公司的历史上具有里程碑式的意义。 Kyle Grieve: 我也参加了这次股东大会,并认为这是一次历史性的会议。我注意到巴菲特在幕后为阿贝尔创造更多机会,这表明他对阿贝尔的信心。 会议的三个主要主题是伯克希尔·哈撒韦在日本的投资、强势货币的重要性以及巴菲特对有意义生活和长期成功的思考。 我认为巴菲特在事业巅峰时期退休是一个明智的决定。他将接力棒传给了阿贝尔,这将确保公司平稳过渡。 总的来说,这次会议非常成功,并且令人难忘。 Warren Buffett: 我分享了我职业生涯早期的一些重要经验教训,并对年轻投资者提出了建议。我强调了与优秀的人为伍的重要性,并建议寻找一份即使不需要钱也会继续从事的工作。 我还谈到了投资中的耐心和行动的平衡。有时需要迅速行动,有时需要耐心等待。 我分享了一些关于日本投资、市场波动以及应对市场变化的看法。 我强调了拥有稳定货币和有利商业环境对吸引机构投资者至关重要。 Greg Abel: 我与巴菲特一起回答了股东的问题,并分享了我对伯克希尔·哈撒韦公司未来发展的看法。 我强调了耐心和行动的平衡,以及在机会出现时迅速行动的重要性。 我还谈到了伯克希尔·哈撒韦公司在日本的投资,以及与日本公司建立长期合作关系的重要性。 我表达了对伯克希尔·哈撒韦公司未来发展的乐观态度。 Ajit Jain: 我与巴菲特和阿贝尔一起参加了问答环节,并回答了一些关于伯克希尔·哈撒韦公司投资策略的问题。 我强调了在投资中保持耐心和谨慎的重要性。 我还分享了一些关于伯克希尔·哈撒韦公司在日本投资的看法。 我表达了对伯克希尔·哈撒韦公司未来发展的信心。

Deep Dive

Shownotes Transcript

In this episode, Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett, Greg Abel, and Ajit Jain.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:16 - Our thoughts on Buffett’s announced retirement of CEO at Berkshire Hathaway.

07:07 - How Warren Buffett and Greg Abel’s management style might differ as CEO.

20:03 - Why Buffett seeks to surround himself with wonderful people.

35:03 - How Buffett and Abel balance patience with acting quickly and opportunitistically.

49:31 - How Buffett and Abel view Berkshire’s investments in Japan.

01:06:05 - The most important factor to consider when investing in emerging markets.

01:10:44 - Berkshire’s recent investment activity and Buffett’s thoughts on today’s market.

And so much more! 

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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