Investing Unscripted

First Fridays 19: May 2025, Live from Omaha


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This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.

00:17 Live from Omaha: Setting the Scene

00:54 Big News: Warren Buffett's Retirement Announcement

02:57 Reactions and Speculations on Buffett's Retirement

06:52 Succession Planning and Future Challenges

13:59 Stock Market Reactions and Predictions

18:37 Berkshire Hathaway Annual Meeting Experience

25:56 Tesla and Corporate Governance Discussion

32:51 Bill Ackman's Pitch for Howard Hughes Holdings

34:24 Challenges of Replicating Berkshire Hathaway

37:57 Berkshire Hathaway's Unique Business Model

41:13 Berkshire Hathaway and Brookfield's Future in Energy Infrastructure

48:51 Reflections on the Berkshire Hathaway Annual Meeting

52:13 Portfolio Contest and Market Observations

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Investing UnscriptedBy Jason Hall and Jeff Santoro

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