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

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

May 29, 2026 - 52:14

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

May 15, 2026 - 50:41

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

May 1, 2026 - 64:26

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

Apr 9, 2026 - 35:36

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

Apr 3, 2026 - 41:17

00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital...View more

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

Dec 7, 2025 - 62:04

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI...View more

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

Nov 12, 2025 - 47:14

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

Sep 26, 2025 - 63:37

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