Episode Details

0:00: Introduction 2.25: Our takeaways from the Berkshire Hathaway Annual Meeting 9:08: Berkshire’s Apple trim 14:01: Berkshire’s enormous cash pile 19:08: Is Berkshire looking at making a large investment in Canada? 23:15: Reviewing Berkshire Hathaway’s First quarter results. 26:10: Reviewing our Apple thesis 32:00: Apple’s recent struggles in China 35:20: Don’t sleep on Apple’s services business. 36:56: Apple’s insane share buyback program 38:22: Apple’s under-appreciated capital light story. 40:38: Apple Vision Pro a Con? 42:32: Update on Live Nation If you are a fan of two of the largest companies in the world, then you don’t want to miss this episode. Barry and Ernest, review the highlights of the Berkshire Hathaway 2024 annual meeting. Why did Buffett trim Apple? What is Berkshire going to do with all that cash? What could Buffett buy in Canada? Tune in to find out! Plus, Barry and Ernest discuss Baskin Wealth’s investment thesis on Apple and why they feel many parts of the business are under-appreciated