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

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

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

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

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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

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

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

Ep 464. Buffett’s Playbook: Past and Present

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

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

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

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

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

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

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

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

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

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

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