Ep 464. Buffett’s Playbook: Past and Present
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21 Mar 20251h 3min
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
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28 Feb 20251h 12min
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
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11 Des 20241h 14min
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
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8 Nov 20241h 15min
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
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4 Okt 20241h 34min
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
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13 Sep 20241h 15min
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
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23 Aug 20241h 39min
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
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16 Aug 20241h 39min
