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
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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26 Sep 20251h 3min
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
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly n...
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
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...
15 Aug 20251h 34min
