Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter.
You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi
Chapters:
[0:00] Introduction + Episode sponsor: Fintool
[2:40] Alex's initial thoughts on Berkshire's 2024 annual letter
[4:23] Was there anything different for Alex reading the letter this year (having worked on the Buffett book and spending a lot more time studying him and Berkshire)
[6:52] Buffett's macro take on 2024
[9:59] Would it shock Alex if this is Buffett's last letter and/or he retires at the annual meeting
[14:10] Capital allocation - changing strategy on the horizon
[21:17] Discussion on $OXY
[24:43] Buffett addressing his mistakes
[31:08] Japanese investments
[37:22] Results in the insurance business
[39:27] Thoughts on Class A / Class B structure
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