00:00 Intro
00:51 Charlie Munger: The Architect of Berkshire Hathaway
03:38 Buffett's Annual Letter
06:00 Rascals: The Pilot Flying J Story
09:46 Stuck Capital / Regulation: Berkshire Hathaway Energy, Forest Fires, and Litigation
11:52 Are Dividends on the Horizon?
13:52 Occidental Petroleum (OXY): Is It a Long-Term Commitment Now?
16:16 The 5 Japanese Trading Companies: Are They Long-Term Commitments Now?
21:25 Insurance: Improving Rates and Buffett's Ability to Anticipate a Year Ahead
24:50 What Happens to the Stock If They Start Paying a Dividend?

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