Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
May 29, 2026 - 52:14
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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
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 2...
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