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Investing Insights

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 2 May 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

Will Warren Buffett reveal whether he’s open to selling more legacy stocks or paying a dividend? Our analyst thinks he should.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:11.0

Welcome to Investing Insights. I'm your host, Ivana Hampton. Warren Buffett is drawing investors to his hometown of Omaha, Nebraska this weekend.

0:20.3

Berkshire Hathaway's annual shareholder meeting will provide them an opportunity to hear from the legendary investor and his team.

0:28.5

Joining me on Investing Insights is Greg Warren, a senior analyst with Morningstar Research Services,

0:35.0

who has covered Berkshire for the past 15 years.

0:38.2

Greg has also participated in the meeting himself, pitching questions as part of an analyst

0:44.0

panel for years. And he's still coming up with questions that he believes deserve answers

0:50.5

to benefit investors like you. It's good to see you, Greg.

0:54.3

Good to see you.

0:55.5

Well, you bring a unique perspective to the Berkshire annual shareholder meetings.

1:01.0

Can you briefly describe what it's like to be on the analyst panel?

1:06.1

Well, it is interesting because during a period from 2012 to 19, Berkshire actually had two separate panels at the annual meeting.

1:15.6

One was three journalists and one had three analysts.

1:18.4

And they were responsible for asking questions of Buffett among her during the meeting,

1:22.9

interspersed with the shareholder questions that would come through.

1:26.3

Buffett's idea for doing this was to sort of get more insightful questions in about the business

1:31.1

and being able to sort of informed shareholders a bit more about what was going to have the business

1:35.3

in a lot of the different things that they were doing.

1:38.3

I had the benefit of being on between 2014 and 19.

1:42.3

I still feel like that was kind of, you know, those years that they had the panels there were sort of the best years for getting information out of Berkshire. I mean, the company's historically been very insular. They don't talk to analysts. They don't talk to large institutional investors. You know, they try to sort of make it, you know, anything we're saying in the media or,

2:03.7

you know, anything that's at the annual meeting is sort of where they like to relay information to shareholders. So we feel like that was a very, very rich time, you know, for the company to sort

2:09.0

of, you know, be more open, be more transparent, you know, have questions directly put to them.

...

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