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

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

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Avsnitt(474)

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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

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

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

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28 Juli 20251h

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

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12 Apr 20251h 2min

Ep 464. Buffett’s Playbook: Past and Present

Ep 464. Buffett’s Playbook: Past and Present

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21 Mars 20251h 3min

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

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

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

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11 Dec 20241h 14min

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

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8 Nov 20241h 15min

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