459 Epizód

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

    Közzétéve: 2025. 04. 12.

  2. Ep 464. Buffett’s Playbook: Past and Present

    Közzétéve: 2025. 03. 21.

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

    Közzétéve: 2025. 02. 28.

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

    Közzétéve: 2024. 12. 11.

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

    Közzétéve: 2024. 11. 08.

  6. Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

    Közzétéve: 2024. 10. 04.

  7. Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

    Közzétéve: 2024. 09. 13.

  8. Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

    Közzétéve: 2024. 08. 23.

  9. Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

    Közzétéve: 2024. 08. 16.

  10. Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

    Közzétéve: 2024. 08. 11.

  11. Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    Közzétéve: 2024. 07. 17.

  12. Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

    Közzétéve: 2024. 06. 25.

  13. Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

    Közzétéve: 2024. 05. 29.

  14. Ep 452. Analyzing Debt: Optimal Capital Structures

    Közzétéve: 2024. 05. 24.

  15. Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Közzétéve: 2024. 05. 21.

  16. Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Közzétéve: 2024. 05. 16.

  17. Ep 449. Focused Compounding's Plan for Parks! America

    Közzétéve: 2024. 05. 10.

  18. Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Közzétéve: 2024. 04. 26.

  19. Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Közzétéve: 2024. 04. 25.

  20. Ep 446. Energy Investing the Warren Buffett Way

    Közzétéve: 2024. 04. 24.

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