May 6, 2024 • 23 mins
When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.
(00:13) Jim Gillies and Dylan Lewis discuss:
- Berkshire’s past and future succession-- planning.
- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.
- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.
Companies discussed: BRK.A, BRK.B, AAPL
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks
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