Our Takeaways from the Berkshire Hathaway Meeting

00:00 Intro
00:50 Thoughts on the Berkshire meeting
09:50 Buffett’s thoughts on the market
12:50 Capital allocation after Buffett
17:00 Why is Buffett selling $AAPL?
23:20 Insurance and Ajit Jain
25:00 Markel as a mini Berkshire?
29:00 Canadian business
31:00 Greg Abel’s allocating ability
33:30 Future corporate tax rates
41:35 Culture
42:45 50% a year
57:00 Munger


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