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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders


Episode 463


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Published on 6 months, 4 weeks ago

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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices


Episode 462


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Published on 9 months, 2 weeks ago

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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock


Episode 461


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Published on 10 months, 2 weeks ago

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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X


Episode 460


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Published on 11 months, 3 weeks ago

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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas


Episode 459


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Published on 1 year ago

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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior


Episode 458


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Published on 1 year, 1 month ago

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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X


Episode 457


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Published on 1 year, 1 month ago

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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence


Episode 456


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Published on 1 year, 1 month ago

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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024


Episode 455


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Published on 1 year, 2 months ago

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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry


Episode 454


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Published on 1 year, 3 months ago





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