Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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5 Sep 20251h 1min
Ep 471. Howard Marks’ Memo: The Calculus of Value
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29 Aug 202543min
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
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22 Aug 20251h 2min
Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
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15 Aug 20251h 34min
Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
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8 Aug 20251h 14min
Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
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1 Aug 20251h 10min
Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
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28 Jul 20251h
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
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12 Apr 20251h 2min
