Podcast: Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views
With 20 trips to Omaha under his belt to attend the annual shareholder’s meeting, and through researching and analysing the company for over two decades, Kokkie Kooyman is arguably one of South Africa’s most avid followers of Berkshire Hathaway. In this special edition of the Denker Capital Podcast, Kokkie talks through some of the themes from the recent shareholder’s meeting: the company’s economic and political environment, questions around ESG issues, Greg Able as the next CEO and changes to the Berkshire Hathaway portfolio. He also unpacks why we don’t own the company in our global equity portfolios anymore.
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