In Omaha: Berkshire Hathaway’s 2025 Meeting with Mario Gabelli 5/2/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 2 May 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Becky Quick is in Omaha, Nebraska, awaiting the tens of thousands of Berkshire Hathaway investors attending the company’s annual shareholders meeting, where Warren Buffett will hold court. Longtime Berkshire shareholder and GAMCO CEO Mario Gabelli stops by for an extended conversation about the markets, media consolidation, and Warren Buffett’s leadership. Tune into CNBC’s TV and digital channels this weekend to catch every minute of the 2025 Berkshire Hathaway Annual Meeting coverage. Mario Gabelli - 04:49 In this episode: Mario Gabelli, @MarioGabelli Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Hi, I'm CNBC producer Katie Kramer. We are kicking off a Squawk Pod report special series,
0:09.7	our weekend with Warren Buffett. This is the 52nd annual shareholders meeting. We're coming to you
0:15.9	straight from Omaha, Nebraska at the Berkshire Hathaway annual meeting. They had requests for 138,000 tickets by mail.
0:23.6	That's the most they've ever received.
0:25.6	On this episode, a special interview with Berkshire Hathaway shareholder Mario Gabelli.
0:30.6	How do we handle some of the misallocations of tariffs?
0:34.6	And how do we handle that?
0:36.6	Those are important, and Buffett is going to talk about that.
0:39.3	He's been a shareholder for almost 40 years, and he's a noted investor in his own right.
0:43.3	I have gone to streaming because I can get what I want, when I want it,
0:47.3	and so the company like Netflix is currently selling at a $400 billion market value.
0:52.3	I add the value of Paramount, Warner Brothers Discovery, Disney.
0:57.5	I add Comcast on all of those.
1:00.7	I don't get that at $400 billion yet.
1:02.8	So what's going to work in the future?
1:04.7	The Gamco investor's CEO and veteran value watcher sits down with Becky Quick in Omaha.
1:10.3	I think I've been coming 20 and you've definitely been coming longer than I have.
1:13.5	Temp is fugitive.
1:14.8	This special Squawk Pod reports kicking off the Berkshire Hathaway 2025 annual shareholder meeting starts right after this.
1:27.2	Music We are kicking off the 205 Berkshire Hathaway annual shareholder meeting.
1:38.3	Mandraoff Sorkn along with Joe Cardin. Becky is, as we mentioned in Omaha, joining us from the Berkshire Hathaway annual
1:44.6	shareholder meeting right there taking place all weekend, the woodstock of capitalism.
	...

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