Ep 1. Intro Q&A

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

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29 Maj 52min

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

15 Maj 50min

Ep 478. A-Z on IGV: Value Hunt in Software

1 Maj 1h 4min

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

9 Apr 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 Apr 41min

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 bus...

7 Dec 20251h 2min

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

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12 Nov 202547min