Lessons from Omaha: Highlights from the Berkshire Hathaway Annual Meeting
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. Our featured articles for the week are focused on our trip to Omaha for the Berkshire Hathaway annual shareholders’ meeting. This was the epicenter of the investing world for the weekend. We have three interviews from the conference: “Buffett Expert Whitney Tilson on Berkshire 2024,” “Vitaliy Katsenelson: Renaissance Man, Warren Buffett Fan,” and our “BBAE’s Berkshire Hathaway 2024 Recap Video.” Let’s dive into the Buffett-fest!
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Buffett Expert Whitney Tilson on Berkshire 2024
In this insightful video, Whitney Tilson, a renowned Buffett expert who has attended 27 Berkshire Hathaway annual meetings, shares his thoughts with James on the 2024 gathering and the future of the company. Tilson discusses the notable absence of Charlie Munger and its impact on the meeting’s dynamics. He also delves into Buffett’s stock-picking prowess, reflecting on his own biggest investing mistake and the lessons learned from it. Tilson provides valuable insights into Buffett’s international investments, particularly in China and Japan, highlighting how Buffett started investing in Japan at the age of 89. The video explores how Berkshire’s best positions have been the primary drivers of the company’s returns and why index investing performs so well. Click here for the full video.
Vitaliy Katenselson: Renaissance Man, Warren Buffett Fan
Vitaliy Katsenelson, a prominent figure in the value investing world, shares his unique perspective on life, investing, and the influence of Warren Buffett. Originally from Murmansk, Russia, Vitaliy’s journey from a communist background to a successful investing career in the heart of global capitalism provides a fascinating backdrop to the discussion. During a breakfast event generously sponsored by Vitaliy, BBAE CIO James Early delves into Vitaliy’s “whole person” approach to life, which emphasizes the importance of balance and personal growth. The conversation also touches on Warren Buffett’s stock-picking edge and whether artificial intelligence (AI) is too significant a trend for investors to overlook. Vitaliy offers his insights on the topic, suggesting that natural gas could be a safer investment play in the context of the AI revolution. Click here for the full video.
BBAE’s Berkshire Hathaway 2024 Recap Video
Join the BBAE Team as they take you on a journey through the highlights of Berkshire Hathaway’s 2024 annual meeting in Omaha. This legendary event, which draws nearly 45,000 value investors from around the globe, is a must-attend for anyone seeking to unravel the secrets of Warren Buffett. The BBAE team was right in the thick of the action, bringing you exclusive coverage, in-depth analysis, and captivating interviews. In this video, James and Shaoping dive deep into their key takeaways from the 2024 meeting, sharing the most groundbreaking insights and revelations that left them both inspired and occasionally perplexed. Click here for the full recap video.
Happy Investing,
Barry Freeman
CEO @ BBAE
