Episodios

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

    Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
    Apr 3 2026

    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 Berkshire’s size is its own prison 36:50 Takeaways

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    41 m
  • Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

    Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
    Dec 7 2025

    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 business heading into 2026 45:50 Housing industry 51:00 Capital cycles

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    1 h y 2 m
  • Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

    Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
    Nov 12 2025

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

    Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
    Sep 26 2025

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    1 h y 4 m
  • Ep 472. Moats in Commodities: Why Some Price Takers Win Big

    Ep 472. Moats in Commodities: Why Some Price Takers Win Big
    Sep 5 2025

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    1 h y 2 m
  • Ep 471. Howard Marks’ Memo: The Calculus of Value

    Ep 471. Howard Marks’ Memo: The Calculus of Value
    Aug 29 2025

    https://www.oaktreecapital.com/insights/memo/the-calculus-of-value

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

    Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
    Aug 22 2025

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    1 h y 2 m
  • 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
    Aug 15 2025

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    1 h y 35 m