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Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy
Season 1 Episode 181
In this episode I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buf…
3 years, 1 month ago
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
Season 1 Episode 180
This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bul…
3 years, 2 months ago
Alibaba Update: Cloud Spinoff & More Coming
Season 1 Episode 179
This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group w…
3 years, 2 months ago
Alibaba Full Year Earnings Update | BABA Stock
Season 1 Episode 178
This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share…
3 years, 2 months ago
Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
Season 1 Episode 177
A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at …
3 years, 2 months ago
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
Season 1 Episode 176
I summarize and discuss key lessons from Mohnish Pabrai’s latest presentation, Circle the Wagons, in which he emphasizes the importance of finding an…
3 years, 2 months ago
Mohnish Pabrai Talks Constellation Software & Mark Leonard
Season 1 Episode 175
In this episode I summarize and discuss Mohnish Pabrai’s recent comments on serial acquirer company Constellation Software, and its legendary founder…
3 years, 2 months ago
The AI Race is ON! Google Showcases New AI Products
Season 1 Episode 174
I react to highlights from the recent Google I/O keynote presentation, which features impressive competitive technologies to OpenAI's GPT-4 and wildl…
3 years, 2 months ago
Michael Burry New Stock Buys!
Season 1 Episode 173
Famous investor Michael Burry just reported his first quarter 2023 stock holdings and he bought many stocks during the quarter, and sold out of a few…
3 years, 2 months ago
Berkshire AGM 2023 Highlights: Our Investing Opportunities
Season 1 Episode 172
Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Me…
3 years, 3 months ago