E479

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

about 13 hours ago

50m

E478

Ep 478. A-Z on IGV: Value Hunt in Software

May. 1

1h 4m

E477

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Apr. 9

35m

E476

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

Apr. 3

41m

E475

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

Dec. 7

1h 2m

E474

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

Nov. 12

47m

E473

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

Sep. 26

1h 3m

E472

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

Sep. 5

1h 1m

E471

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

Aug. 29

43m

E470

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

Aug. 22

1h 2m

E469

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

Aug. 15

1h 34m

E468

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Aug. 8

1h 14m

E467

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Aug. 1

1h 10m

E466

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

Jul. 28

1h

E465

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

Apr. 12

1h 2m

E464

Ep 464. Buffett’s Playbook: Past and Present

Mar. 21

1h 3m

E463

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

Feb. 28

1h 12m

E462

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

Dec. 11

1h 14m

E461

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

Nov. 8

1h 15m

E460

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

Oct. 4

1h 34m

E459

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

Sep. 13

1h 15m

E458

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

Aug. 23

1h 39m

E457

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

Aug. 16

1h 39m

E456

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

Aug. 11

58m

E455

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

Jul. 17

1h 28m

E454

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

Jun. 25

26m

E453

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

May. 29

28m

E452

Ep 452. Analyzing Debt: Optimal Capital Structures

May. 24

23m

E451

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

May. 21

50m

E450

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

May. 16

1h 8m

E449

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

May. 10

46m

E448

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

Apr. 26

36m

E447

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

Apr. 25

36m

E446

Ep 446. Energy Investing the Warren Buffett Way

Apr. 24

32m

E445

Ep 445. Market Share and Profitability: Unraveling the Relationship

Apr. 22

29m

E444

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Apr. 16

20m

E443

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Apr. 12

36m

E442

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Apr. 9

37m

E441

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Apr. 5

36m

E440

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Apr. 2

39m

E439

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Mar. 28

28m

E438

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Mar. 26

34m

E437

Ep 437. Outsider CEOs: John Malone and TCI

Mar. 12

34m

E436

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

Mar. 7

31m

E435

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

Mar. 5

31m

E434

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

Feb. 28

46m

E433

Ep 433. Les Schwab Pride in Performance: Keep It Going

Feb. 22

30m

E432

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

Feb. 15

31m

E431

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

Feb. 13

1h 36m

E430

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

Feb. 9

34m

E429

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

Feb. 6

43m

E428

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

Jan. 30

38m

E427

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

Jan. 25

34m

E426

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

Jan. 22

40m

E425

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

Jan. 16

1h 1m

E424

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

Jan. 12

40m

E423

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

Jan. 8

1h 14m

E422

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

Jan. 5

39m

E421

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

Jan. 3

31m

E420

Ep 420. 2023 in Review and 2024 Predictions

Dec. 29

1h 1m

E419

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

Dec. 26

29m

E418

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

Dec. 20

35m

E417

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

Dec. 18

24m

E416

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

Dec. 6

27m

E415

Ep 415. A Tribute to Charlie Munger

Dec. 4

25m

E414

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

Nov. 1

35m

E413

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

Oct. 30

32m

E412

Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

Oct. 25

29m

E411

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

Oct. 23

38m

E410

Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

Oct. 18

34m

E409

Ep 409. Corporate Governance and The Power of Ownership

Oct. 16

29m

E408

Ep 408. Where Do You Draw the Line Between Money Mind and Style?

Oct. 11

1h 12m

E407

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

Sep. 27

1h 3m

E406

Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

Sep. 25

46m

E405

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

Sep. 20

48m

E404

Ep 404. The Number One Trait of Top Investors: A Money Mindset

Sep. 18

43m

E403

Ep 403. Investing the Peter Lynch Way

Sep. 13

50m

E402

Ep 402. Uncovering Warren Buffett’s Investments in Japan

Sep. 11

35m

E401

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

Sep. 6

42m

E400

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

Sep. 4

31m

E399

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

Aug. 20

1h 51m

E398

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Jul. 28

1h 36m

E397

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Jul. 8

1h 22m

E396

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

Jul. 1

1h 53m

E395

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Jun. 16

1h 59m

E394

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Jun. 9

1h 52m

E393

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Jun. 2

2h 6m

E392

Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

May. 26

2h 16m

E391

Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

May. 19

2h 1m

E390

Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

May. 12

2h 8m

E389

Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

Mar. 24

1h 57m

E388

Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

Mar. 17

1h 44m

E387

Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

Mar. 10

1h 45m

E386

Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

Mar. 3

1h 59m

E385

Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Feb. 24

1h 55m

E384

Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Feb. 10

2h 2m

E383

Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Feb. 3

1h 42m

E382

Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

Jan. 27

1h 47m

E381

Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Jan. 20

2h

E380

Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

Jan. 6

1h 51m