[경제][금융] 버크셔 해서웨이 연례총회 2023

워렌 버핏 / annual report /

버크셔 헤서웨이 연례총회 2023

Warren Buffett and Charlie Munger join the 2023 Berkshire Hathaway annual meeting — 5/6/23 : https://www.youtube.com/watch?v=UKw_NjWtg5w

• https://www.youtube.com/watch?v=UKw_NjWtg5w?t=57m20s : 버핏과 찰리멍거의 등장, 찰리멍거는 휠체어를 타고오고, 버핏은 걸어서 온다.
• https://www.youtube.com/watch?v=UKw_NjWtg5w?1h5s : 연례총회 시작

9:45 a.m. - 10:15 a.m.
Pre-show, hosted by Becky Quick and Mike Santoli

10:15 a.m. - 1 p.m. 
Berkshire Morning Q&A Session with Warren Buffett, Charlie Munger, Greg Abel, Ajit Jain

1 p.m. - 2 p.m.
Halftime show, hosted by Becky Quick and Mike Santoli

2 p.m. - 4:30 p.m.
Berkshire Afternoon Q&A Session with Warren Buffett and Charlie Munger

4:30 p.m. - 5 p.m.
Post-show, hosted by Becky Quick and Mike Santoli

• 상업용 부동산은 더 높은 대출 금리로 어려움을 겪을 수 있다.
  • Live Updates: Warren Buffett at Berkshire Hathaway Annual Meeting 2023
• 경제 활동이 둔화됨에 따라 그의 사업이 전년 대비 더 낮은 수익을 보게 될 것
• Occidental Petroleum을 인수하진 않을 것.
• Apple에 대한 우리의 기준은 우리가 소유한 다른 비즈니스와 달랐습니다. 우리가 소유한 어떤 비즈니스보다 더 나은 비즈니스였습니다.
  • Warren Buffett on Apple stake: Apple is a better business than any other we own
  • Warren Buffett on Apple stake: Apple is a better business than any other we own - YouTube
• Diversification has become a standard investing rule to help reduce risk and create a more resilient portfolio, but there is such a thing as overdoing it that investing educators don’t give enough attention to, Munger said.
  • 다각화는 위험을 줄이고 보다 탄력적인 포트폴리오를 만드는 데 도움이 되는 표준 투자 규칙이 되었지만, 투자 교육자들이 충분한 주의를 기울이지 않고 그것을 과하게 사용하고 있다고 멍거는 말했다.
• Warren Buffett: I don’t understand the phone, but I do understand consumer behavior - YouTube
  • 우리는 그들이 2번째 차를 갖는 것보다 아이폰을 갖길 원하는 것을 안다.

  I don’t understand the phone at all, But I do understand consumer behavior.

  we just keep learning as to more about how people behave and how a good business can turn into a bad business and how some good businesses can maintain their competitive advantage over time.

  we don’t know the future but we do know certain kinds of businesses and we know what the right price is and we know what we think we can project out in terms of consumer behavior and consumer and threats to a business and that’s what we’ve been about and that’s what we’ll continue to be about.

  We do get, we don’t get smarter over time. We get a little wiser though, following it over time and you can do it while sitting in the office with a telephone too which we like.

Reference

1. 라이브 업데이트: 2023년 버크셔 해서웨이 연례 회의