Buffett & Revenge of the Datacenters

Buffett & Revenge of the Datacenters

Update: 2025-05-07
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(01:14 ) Upcoming Event in New York with Oliver Wright.
(02:35 ) Buffett's Departure and Market Impact
(05:04 ) Market Analysis
(12:45 ) Investment Ideas and Strategies
(26:12 ) Buffett's Favorite Stocks: Insurance and More
(34:21 ) Market Share and Demographics
(34:50 ) Investing in Quality Compounders
(35:55 ) Analyzing Restaurant Stocks
(37:57 ) Small Cap Value Opportunities
(38:54 ) Breaking Bad and El Pollo Loco
(44:41 ) International Small Cap Investments
(50:43 ) Trade Deficits and Tariffs


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Buffett & Revenge of the Datacenters

Buffett & Revenge of the Datacenters

Justin Guilder