Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
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29 Touko 52min
Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
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15 Touko 50min
Ep 478. A-Z on IGV: Value Hunt in Software
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1 Touko 1h 4min
Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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9 Huhti 35min
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshi...
3 Huhti 41min
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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12 Marras 202547min
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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26 Syys 20251h 3min
