Berkshire Hathaway, led by famous American investor Warren Buffett, will hold an annual general shareholders' meeting on 5/4 in Omaha, Midwest Nebraska. Since Mr. Munger, who was an ally, passed away, Buffett's successor, Mr. Abel, played a major role. Will Buffett be able to continue his legend in the future? How will Abel, who has shouldered a heavy responsibility, deal with questions from shareholders?
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If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
Translated
May 4 08:30
Replay 17
@PAN-USMr. & @じんべいSummary of Mr.'s explanation:
PAN
・Well then, insurance is of course one of the big topics about Berkshire's earnings this morning. Evercore's David Moto is on board to talk about bi-ratings related to Travellers, Progressives, Chubb, etc. We were talking about Berkshire's insurance business in the first quarter, particularly GEICO, showing price movements, increasing margins, and reducing advertising costs. It may be an industry-wide trend, but it explains what is happening across the competitive landscape of the insurance market.
・There is a significant hard market in the personal car insurance market, and GEICO is taking quite active action in this field. The focus on profit is showing in the results, and the number of insurance policies has decreased by 13%. This is partly due to a 15% increase in insurance premiums and price increases across the industry. In the case of GEICO, the number of units has decreased considerably, thereby improving profitability. Also, you can see that advertising costs have been drastically reduced and the focus is on profit.
・Explain what we are aiming for...
PAN
・Well then, insurance is of course one of the big topics about Berkshire's earnings this morning. Evercore's David Moto is on board to talk about bi-ratings related to Travellers, Progressives, Chubb, etc. We were talking about Berkshire's insurance business in the first quarter, particularly GEICO, showing price movements, increasing margins, and reducing advertising costs. It may be an industry-wide trend, but it explains what is happening across the competitive landscape of the insurance market.
・There is a significant hard market in the personal car insurance market, and GEICO is taking quite active action in this field. The focus on profit is showing in the results, and the number of insurance policies has decreased by 13%. This is partly due to a 15% increase in insurance premiums and price increases across the industry. In the case of GEICO, the number of units has decreased considerably, thereby improving profitability. Also, you can see that advertising costs have been drastically reduced and the focus is on profit.
・Explain what we are aiming for...
Translated
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Mr. PAN and Mr. Jinbei will give a live broadcast of the annual Berkshire Hathaway General Shareholders' Meeting led by Warren Buffett, the “god” of the market price! What kind of questions and answers will unfold at the site, which is showing festival-like excitement? Let's all have fun checking it out. This live stream is scheduled to begin at 23:15 on 5/6. Please make a reservation by clicking the button above!
[Commentator]
@PAN-US American stock researcher, part-time investor, investment YouTuber (37,000 people) began investing in US stocks when he was in the US in 2013. Financial assets ranged from 1 million yen to 100 million yen in 10 years, then over 300 million yen in 3 years. After working for a local high-tech company in Silicon Valley for 6 years, I am currently working for a high-tech foreign-owned company. Approaches from both global macro and corporate analysis.
@じんべい YouTube videos and Twitter information specializing in US stocks Tesla and NIO are being distributed. The total number of followers on YouTube and Twitter is 15,000. TOEIC 990 point range/Eiken Level 1/UN Eiken Special A grade I've been living a side fire lifestyle since 2023/4.
[Commentator]
@PAN-US American stock researcher, part-time investor, investment YouTuber (37,000 people) began investing in US stocks when he was in the US in 2013. Financial assets ranged from 1 million yen to 100 million yen in 10 years, then over 300 million yen in 3 years. After working for a local high-tech company in Silicon Valley for 6 years, I am currently working for a high-tech foreign-owned company. Approaches from both global macro and corporate analysis.
@じんべい YouTube videos and Twitter information specializing in US stocks Tesla and NIO are being distributed. The total number of followers on YouTube and Twitter is 15,000. TOEIC 990 point range/Eiken Level 1/UN Eiken Special A grade I've been living a side fire lifestyle since 2023/4.
Translated
May 6 09:15
Replay 53
3
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