Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles

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Jaksot(475)

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

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29 Touko 202428min

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 452. Analyzing Debt: Optimal Capital Structures

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24 Touko 202423min

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

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21 Touko 202450min

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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16 Touko 20241h 8min

Ep 449. Focused Compounding's Plan for Parks! America

Ep 449. Focused Compounding's Plan for Parks! America

PRKAproxyfight.com   The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts containe...

10 Touko 202446min

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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26 Huhti 202436min

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

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25 Huhti 202436min

Ep 446. Energy Investing the Warren Buffett Way

Ep 446. Energy Investing the Warren Buffett Way

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24 Huhti 202432min

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