Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

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Avsnitt(474)

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

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

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

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

🔍 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...

12 Nov 202547min

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

🔍 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...

26 Sep 20251h 3min

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

🔍 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...

5 Sep 20251h 1min

Ep 471. Howard Marks’ Memo: The Calculus of Value

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

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

🔍 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...

22 Aug 20251h 2min

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

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

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