Podcasts about Berkshire Hathaway

Trump and Kushner chose a war they don't understand, thinking they can use 20th-century "shock and awe" to topple a deeply entrenched terrorist state. The Iranian people are caught between two maniacal regimes and deserve our solidarity: an estimated 30,000 Iranians were just killed by their own government, and now they're being bombed by a Fox News host.  Russian mafia expert Olga Lautman joins Gaslit Nation to discuss the surreal hallucinating AI simulation we've found ourselves in. Meanwhile, Trump and Vance need to thank Zelensky and Ukraine for their innovative drone-fighting technology–some of the best in the world. Has Vance even said thank you yet?  We also prepare Americans for the reality that the "moats" of the Atlantic and Pacific oceans no longer protect us. As drone technology becomes cheaper and more accessible, the same over-the-counter drones terrorizing Kherson, Ukraine are coming for American streets–thanks to Trump galvanizing terrorists, and opportunistic mafia states like Russia that empower groups like ISIS.  Like Russia, Trump thinks he can conquer a nation in three days.  Join us on April 13th at Powerhouse Books in Dumbo, Brooklyn for the launch of Andrea's graphic novel, Mrs. Orwell. Olga Lautman will be there as we discuss how to survive the "Great Disillusionment" and protect our democracy from the opportunists selling us out for profit. Details here: https://powerhousearena.com/events/book-launch-mrs-orwell-by-andrea-chalupa-in-conversation-with-nomiki-konst/. Patreon supporters get in for free!  Join our community of listeners and get bonus shows, ad free listening, group chats with other listeners, ways to shape the show, invites to exclusive events like our Monday political salons at 4pm ET over Zoom, and more! Discounted annual memberships are available. Become a Democracy Defender at Patreon.com/Gaslit EVENTS AT GASLIT NATION: New! There's now a California Signal Group for Gaslit Nation listeners to find each other and connect in that state. Join us on Patreon.com/Gaslit  The Gaslit Nation Outreach Committee discusses how to talk to the MAGA cult: Join us on Patreon.com/Gaslit  Minnesota Signal group for Gaslit Nation listeners in the state to find each other. Join us on Patreon.  Vermont Signal group for Gaslit Nation listeners in the state to find each other. Join us on Patreon.com/Gaslit  Arizona-based listeners launched a Signal group for others in the state to connect. Join us on Patreon.com/Gaslit  Indiana-based listeners launched a Signal group for others in the state to join. Join us on Patreon.com/Gaslit  Florida-based listeners are going strong meeting in person. Be sure to join their Signal group. Join us on Patreon.com/Gaslit   Gaslit Nation Salons take place Mondays 4pm ET over Zoom and are recorded and shared on Patreon.com/Gaslit for our community Show Notes:   Opening clip: Trump: "Iran is just a military operation to me. Iran is something that was essentially largely over in two or three days." The war in Iran has already lasted 18 days. https://bsky.app/profile/thebulwark.com/post/3mhbhx7qfpn2l   Um, What Is Going on With Melania Trump in This Video? https://www.vogue.com/article/melania-trump-vladimir-putin-helsinki-video   Andrea's thread on the Melania propaganda film which you should not watch https://bsky.app/profile/andreachalupa.bsky.social/post/3mgqndjhz4k2b   This article is more than 1 month old Disappeared bodies, mass burials and '30,000 dead': what is the truth of Iran's death toll? https://www.theguardian.com/global-development/2026/jan/27/iran-protests-death-toll-disappeared-bodies-mass-burials-30000-dead   Warren Buffett's parting gift to Berkshire Hathaway: a $2 billion Iran oil windfall https://www.marketwatch.com/story/warren-buffetts-parting-gift-to-berkshire-hathaway-a-2-billion-iran-oil-windfall-4daf28ba   Russia is aiding Iran's war effort by providing intel on US military targets, sources say https://www.cnn.com/2026/03/06/politics/russia-aiding-iran-targeting   How Russian military intelligence used the Taliban to bleed U.S. forces at the end of America's longest war https://theins.ru/en/politics/277723   Putin Is No Ally in the War on Terror in 2024 https://www.washingtoninstitute.org/policy-analysis/putin-no-ally-war-terror-2024   Watch Zerina Zabrisky's powerful film for free and spread the word about Russia's human safaris in Ukraine https://khersonhumansafari.com/   Interview with Zerina Zabrisky: https://www.gaslitnationpod.com/episodes-transcripts-20/2025/11/4/is-donald-trump-dying-jd-vance-seems-to-think-so   Why are so many from this Russian republic fighting for ISIS? https://www.pbs.org/newshour/show/many-russian-republic-fighting-isis   Putin is No Ally Against ISIS https://www.project-syndicate.org/commentary/putin-no-ally-against-isis-by-george-soros-2016-02   New York explosive incident highlights challenge for agencies in wake of Iran war https://www.pbs.org/newshour/show/new-york-explosive-incident-highlights-challenge-for-agencies-in-wake-of-iran-war   Dubai financial district rattled by Iranian drones https://www.ft.com/content/2dddfaa2-a163-4e59-a6ef-7d9d6e334023?syn-25a6b1a6=1  

Warren Buffett just stepped down as CEO of Berkshire Hathaway and the investing world is holding its breath. Today, Nicole breaks down the frameworks that turned a $1,000 investment in 1965 into over $30 million, and how you can apply them whether you have $100 or $100 million. She walks through the most iconic trades of Buffett's career, from Coca-Cola to Apple to his rare misses, and extracts seven timeless investing principles that have nothing to do with hot tips or market timing. Then Nicole turns to what's next: who is Berkshire's new CEO Greg Abel, what does he inherit, and what does a nearly $400 billion cash pile signal about Berkshire's future direction? Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Here's what Nicole covers today:  00:00 Are You Ready for Some Money Rehab?  00:18 The End of an Era: Buffett Retires  01:03 The $30 Million Case for Long-Term Investing  01:27 Buffett's Simple (But Not Easy) Framework  02:00 The Coca-Cola Investment and Brand Loyalty as a Moat  02:53 The McDonald's Play 03:16 The Apple Surprise 04:12 Buffett's Misses 04:59 7 Investing Lessons You Can Use Right Now  06:03 Enter Greg Abel: Berkshire's Next Chapter  06:55 The $400 Billion Question  07:32 Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Shawn O'Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you'll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma's stock has crash 80% since IPO, and whether Figma's stock is attractively priced at current levels. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:09:01 - Why the design process used to be so messy and disjointed before Figma came along 00:11:08 - How Figma was born out of a partnership at Brown University 00:28:53 - How Figma is turning from a single-hit product into a more diversified platform 00:36:51 - What Figma is doing to redefine the future of AI in collaborative design 00:52:06 - What to make of Figma's young CEO, Dylan Field 00:54:32 - Why Figma crashed after its IPO 00:56:14 - How IPO-related stock-based-comp accounting distorted Figma's 2024 & 2025 financials 01:03:54 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠. Shawn & Daniel use ⁠⁠Fiscal.ai⁠⁠ for every company they research — use their ⁠⁠referral link⁠⁠ to get started with a 15% discount! Shawn's meditation app made via Figma. Figma's CEO on the future of design. Figma's CEO on the In Good Company podcast. Figma's investor relations' page. Why Figma wins (blog article). Explore our previous Intrinsic Value breakdowns: ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Reddit⁠⁠, ⁠⁠Nintendo⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠AutoZone⁠⁠, ⁠⁠Alphabet,⁠⁠ ⁠⁠Ulta,⁠⁠ ⁠⁠John Deere,⁠⁠ ⁠⁠Madison Square Garden Sports⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel's first annual letter to Berkshire Hathaway shareholders.01:53 Index Funds Running Joke04:08 Market Vibes Check06:28 K Shaped Economy Talk12:09 Portfolio Contest Update23:46 QuantumScape Buy Explained27:59 Donut Labs Battery Debate30:57 Battery Value Metrics31:34 Kids Pick Stocks32:58 Market Moves This Week36:56 MercadoLibre Discount Debate44:42 Options Premiums Q&A47:13 Using Claude for Research50:27 Greg Abel Letter Take55:30 Berkshire After BuffettCompanies mentioned: AAPL, AMZN, AXP, BRK.B, ENR, KNSL, KO, MCO, MELI, QS, RKLB, TMFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Todd Kroupa A former firefighter turned top-producing real estate agent in Georgia. Todd explains his journey from a physically demanding fire department career to becoming a highly successful real estate broker, team leader, and luxury/equestrian property specialist. The conversation walks through: His transition from the fire service to real estate Opening and managing a 400‑agent office in Florida Relocating to Georgia and re-establishing his business How he advises both first-time homebuyers and experienced sellers Emotional decision-making in buying and selling Inspections, deal-breakers, and buyer/seller behavior Multi-generational housing trends post‑COVID Why real estate remains a wealth-building tool Advice for navigating neighborhoods, schools, and due diligence His eventual ranking as #1 single agent for Berkshire Hathaway in Georgia (2024–2025) Todd emphasizes integrity, long-term relationships, and guiding clients toward the right house — not just closing a deal. Purpose of the Interview The purpose of Todd Kroupa’s appearance is to: Share a motivational career-change story — moving from firefighter to top real estate agent. Educate listeners on the real estate process — including buying, selling, inspections, and market strategy. Give practical tips for first-time homebuyers, families, and multi-generational households. Promote best practices for choosing neighborhoods, navigating emotion in home buying, and avoiding pitfalls. Highlight Todd’s success and position him as a trusted resource for Georgia real estate clients. Key Takeaways 1. Career Transition & Motivation Todd became a firefighter in 1992, retired in 2014, and began real estate in 2002. Real estate appealed to him because it allowed him to continue helping people without the physical strain. He built and managed a 400-agent office before returning to working directly with clients — his true passion. 2. Balancing Firefighting and Real Estate He often worked both jobs full-time, with limited days off. Eventually, maintaining both became impossible: “I can’t do this anymore,” he told his wife. 3. Buyer Advice Buyers make decisions emotionally first, then logically. Within the first 3–5 minutes in a home, buyers often know if they like it. Lighting, paint color, home condition, and layout heavily influence emotional response. First-time buyers need extra guidance — like “teaching someone to drive for the first time.” 4. Seller Advice Selling isn’t just about market timing — presentation matters. Neutral paint colors and bright white lighting help increase buyer appeal. Every showing is won or lost in the first few minutes. 5. Inspections Matter — and Are Deal Breakers Top inspection walk‑aways: Mold Foundation issues Roof problemsTodd stresses that if a buyer is uncomfortable before closing, “you won’t be comfortable after you close.” 6. Emotion vs. Logic Many buyers get emotionally attached and ignore red flags. Todd’s rule: commissions should never drive decisions. 7. Multi-Generational Living Is Rising Driven by COVID, high child-care costs, rising home prices. Families are choosing: ADUs (Accessory Dwelling Units) “In-law suites” Larger family compounds 8. Real Estate as a Wealth Builder Unlike stock investments, real estate allows you to: Control, improve, alter, and live in the asset. Tax advantages like 1031 exchanges and mortgage deductions compound long-term value. 9. Don’t Buy the Most Expensive House in the Neighborhood Surrounding homes cap your resale value. You may have to wait years for nearby homes to “catch up.” 10. Neighborhood Due Diligence Realtors must avoid discrimination (Fair Housing Act). Buyers should: Visit neighborhoods at night and on weekends Speak with neighbors Review school ratings and county resources Notable Quotes (from the transcript) Career & Purpose “I love helping people. That’s why I became a fireman. Real estate was another way to help people.” “I wasn’t quite sure I wanted to manage long term… my heart was with clients.” Ethics & Commission “Commissions should never be above the people.” “If you’re focused on commissions, you need to pick a different industry.” Emotions in Home Buying “Buyers think they’re looking logically, but they’re looking emotionally first.” “Within the first 3–5 minutes, they already know if they like the home.” Inspections “If you’re not comfortable with the property now, you won’t be comfortable after you close.” Neighborhood Choice “Focus on the house, but look at the neighborhood — you can’t change your neighbors.” Wealth Building “With stocks you can’t control it, improve it, or live in it. With a home, you can.” Success & Determination “Someone told me when I moved to Georgia I wasn’t going to make it. Now I’m the number one salesperson in Georgia.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Todd Kroupa A former firefighter turned top-producing real estate agent in Georgia. Todd explains his journey from a physically demanding fire department career to becoming a highly successful real estate broker, team leader, and luxury/equestrian property specialist. The conversation walks through: His transition from the fire service to real estate Opening and managing a 400‑agent office in Florida Relocating to Georgia and re-establishing his business How he advises both first-time homebuyers and experienced sellers Emotional decision-making in buying and selling Inspections, deal-breakers, and buyer/seller behavior Multi-generational housing trends post‑COVID Why real estate remains a wealth-building tool Advice for navigating neighborhoods, schools, and due diligence His eventual ranking as #1 single agent for Berkshire Hathaway in Georgia (2024–2025) Todd emphasizes integrity, long-term relationships, and guiding clients toward the right house — not just closing a deal. Purpose of the Interview The purpose of Todd Kroupa’s appearance is to: Share a motivational career-change story — moving from firefighter to top real estate agent. Educate listeners on the real estate process — including buying, selling, inspections, and market strategy. Give practical tips for first-time homebuyers, families, and multi-generational households. Promote best practices for choosing neighborhoods, navigating emotion in home buying, and avoiding pitfalls. Highlight Todd’s success and position him as a trusted resource for Georgia real estate clients. Key Takeaways 1. Career Transition & Motivation Todd became a firefighter in 1992, retired in 2014, and began real estate in 2002. Real estate appealed to him because it allowed him to continue helping people without the physical strain. He built and managed a 400-agent office before returning to working directly with clients — his true passion. 2. Balancing Firefighting and Real Estate He often worked both jobs full-time, with limited days off. Eventually, maintaining both became impossible: “I can’t do this anymore,” he told his wife. 3. Buyer Advice Buyers make decisions emotionally first, then logically. Within the first 3–5 minutes in a home, buyers often know if they like it. Lighting, paint color, home condition, and layout heavily influence emotional response. First-time buyers need extra guidance — like “teaching someone to drive for the first time.” 4. Seller Advice Selling isn’t just about market timing — presentation matters. Neutral paint colors and bright white lighting help increase buyer appeal. Every showing is won or lost in the first few minutes. 5. Inspections Matter — and Are Deal Breakers Top inspection walk‑aways: Mold Foundation issues Roof problemsTodd stresses that if a buyer is uncomfortable before closing, “you won’t be comfortable after you close.” 6. Emotion vs. Logic Many buyers get emotionally attached and ignore red flags. Todd’s rule: commissions should never drive decisions. 7. Multi-Generational Living Is Rising Driven by COVID, high child-care costs, rising home prices. Families are choosing: ADUs (Accessory Dwelling Units) “In-law suites” Larger family compounds 8. Real Estate as a Wealth Builder Unlike stock investments, real estate allows you to: Control, improve, alter, and live in the asset. Tax advantages like 1031 exchanges and mortgage deductions compound long-term value. 9. Don’t Buy the Most Expensive House in the Neighborhood Surrounding homes cap your resale value. You may have to wait years for nearby homes to “catch up.” 10. Neighborhood Due Diligence Realtors must avoid discrimination (Fair Housing Act). Buyers should: Visit neighborhoods at night and on weekends Speak with neighbors Review school ratings and county resources Notable Quotes (from the transcript) Career & Purpose “I love helping people. That’s why I became a fireman. Real estate was another way to help people.” “I wasn’t quite sure I wanted to manage long term… my heart was with clients.” Ethics & Commission “Commissions should never be above the people.” “If you’re focused on commissions, you need to pick a different industry.” Emotions in Home Buying “Buyers think they’re looking logically, but they’re looking emotionally first.” “Within the first 3–5 minutes, they already know if they like the home.” Inspections “If you’re not comfortable with the property now, you won’t be comfortable after you close.” Neighborhood Choice “Focus on the house, but look at the neighborhood — you can’t change your neighbors.” Wealth Building “With stocks you can’t control it, improve it, or live in it. With a home, you can.” Success & Determination “Someone told me when I moved to Georgia I wasn’t going to make it. Now I’m the number one salesperson in Georgia.” #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Warnschuss für Novo Nordisk, Amazons Mega-Emission und eine Dividendenperle mit Deindustrialisierungsgefahr. Außerdem geht es um Oracle, Verizon, AB Inbev, CVS, Microsoft, Meta, Nvidia, Vertiv, GE Vernova, Pershing Square, Berkshire Hathaway, Eli Lilly, NIO, Hugo Boss, Lufthansa, Bristol Myers Squibb, Astellas, Volkswagen, Audi, Stellantis, Ferrari. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode, Scott Becker reviews the top 10 holdings in Berkshire Hathaway's portfolio.

In this episode, Scott Becker reviews the top 10 holdings in Berkshire Hathaway's portfolio.

War risk in the Middle East is back on traders’ screens - and the ripple effects are already shaking oil, defense stocks, airlines and global markets. Escalating tensions in the Middle East - including Iran’s unprecedented leadership succession - are sending shockwaves through global markets. Oil has surged above US$100 a barrel for the first time in years, reigniting inflation fears and putting pressure on equities. Defense companies are rallying while travel and aviation stocks stumble amid rising geopolitical uncertainty. Meanwhile investors are watching Greg Abel’s first major moves as CEO of Berkshire Hathaway for clues on the next phase of Warren Buffett’s empire. Closer to home, the Straits Times Index slipped for the week as Singapore Airlines, SATS and Jardine Matheson came under pressure while ST Engineering surged on defence optimism. In this episode of Market View, hosted by Michelle Martin we unpack how geopolitics is reshaping sector winners and losers.See omnystudio.com/listener for privacy information.

Qasar Younis is the co-founder and CEO of Applied Intuition, a $15 billion AI company that adds intelligence to cars, tractors, planes, submarines, and other vehicles—essentially, Tesla or Waymo without the hardware. He was previously COO of Y Combinator, started his career as an engineer at GM and Bosch, and was born on a farm in Pakistan.We discuss:1. Why the biggest AI revolution will play out in mining, farming, construction, and trucking over the next 5 to 10 years, not in software2. Why Qasar intentionally stayed under the radar for nearly a decade while building Applied Intuition, and why most founders shouldn't do that3. The truth about China's AI capabilities and why comparisons to American companies are fundamentally flawed4. The company values that drive Applied Intuition: speed above everything, laugh a lot, half the work is follow-up, never disappoint the customer5. The biggest lessons from Qasar's stint as YC's COO, including that the most successful companies show traction very early6. How reading old books is the best way to build taste—Brought to you by:Omni—AI analytics your customers can trustVanta—Automate compliance. Simplify security.Lovable—Build apps by simply chatting with AI—Episode transcript: https://www.lennysnewsletter.com/p/the-most-successful-ai-company-youve-never-heard-of—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Qasar Younis:• X: https://x.com/qasar• LinkedIn: https://www.linkedin.com/in/qasar• Website: https://qy.co• Reading list: https://qy.co/books—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Qasar and Applied Intuition(04:01) The optimistic vision: How AI will create abundance(08:49) Why anxiety about AI comes from misunderstanding—and how to fight fear with knowledge(12:58) The market sell-off explained(16:31) Self-driving cars: Why 30,000 annual deaths prove we need autonomy now(20:22) The spectrum of physical AI(28:00) How AI is coming just in time(33:26) Why comparing Chinese AI companies to American AI companies is a category error(39:12) Why Qasar finally joined Twitter after staying silent for a decade(45:08) Why successful companies almost always show early signs of traction(50:40) Applied Intuition's core values(56:00) Why the company cleans its own office—and never spent a dollar of raised capital(58:50) Quasar's reading philosophy(01:06:14) How to operationalize listening to naysayers(01:12:53) The importance of decisiveness(01:14:55) Removing emotions from decisions(01:19:02) Why most Silicon Valley CEOs don't have great taste—and how to develop it—Referenced:• Applied Intuition: https://www.appliedintuition.com• Marc Andreessen: The real AI boom hasn't even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• Elad Gil's website: https://eladgil.com• Bosch: https://www.bosch.com• Berkshire Hathaway: https://www.berkshirehathaway.com• Naval Ravikant on X: https://x.com/naval• Y Combinator: https://www.ycombinator.com• Waymo: https://waymo.com/• Tesla: https://www.tesla.com• DeepSeek: https://www.deepseek.com• Rivian: https://rivian.com• Crate & Barrel: https://www.crateandbarrel.com• OpenClaw: https://openclaw.ai• Sam Altman on X: https://x.com/sama• Peter Ludwig on LinkedIn: https://www.linkedin.com/in/peterwludwig• What Steve Jobs really meant when he said ‘Good artists copy; great artists steal': https://www.cnet.com/tech/tech-industry/what-steve-jobs-really-meant-when-he-said-good-artists-copy-great-artists-steal• 7 quotes on the power of reading from Charlie Munger: https://www.neil.blog/articles/7-quotes-power-reading-charlie-munger• Andreessen Horowitz: https://a16z.com• John Doerr on LinkedIn: https://www.linkedin.com/in/john-doerr-03248211• Gandhi's quote: https://www.azquotes.com/author/5308-Mahatma_Gandhi/tag/truth#google_vignette• Steve Ballmer on X: https://x.com/Steven_Ballmer• General Motors: https://www.gm.com—Recommended books:• House of Huawei: The Secret History of China's Most Powerful Company: https://www.amazon.com/House-Huawei-History-Powerful-Company/dp/0593544633• Maintenance: Of Everything, Part One: https://press.stripe.com/maintenance-part-one• The Autobiography of Malcolm X: As Told to Alex Haley: https://www.amazon.com/Autobiography-Malcolm-Told-Alex-Haley/dp/0345350685• High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884• The Emperor of All Maladies: A Biography of Cancer: https://www.amazon.com/Emperor-All-Maladies-Biography-Cancer/dp/1439170916• Made in America: https://www.amazon.com/Sam-Walton-Made-America/dp/0553562835• My American Journey: https://www.amazon.com/American-Journey-Autobiography-Colin-Powell/dp/0679432965• Guns, Germs, and Steel: The Fates of Human Societies: https://www.amazon.com/Guns-Germs-Steel-Fates-Societies/dp/0393317552• Collapse: How Societies Choose to Fail or Succeed: https://www.amazon.com/Collapse-Societies-Choose-Succeed-Revised/dp/0143117009• SPQR: A History of Ancient Rome: https://www.amazon.com/SPQR-History-Ancient-Mary-Beard/dp/0871404230• A World Appears: A Journey into Consciousness: https://www.amazon.com/World-Appears-Journey-into-Consciousness/dp/198488199X—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Daniel Mahncke and Shawn O'Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform.  Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠. Shawn & Daniel use ⁠Fiscal.ai⁠ for every company they research — use their ⁠referral link⁠ to get started with a 15% discount! Duolingo Investor Relations. Explore our previous Intrinsic Value breakdowns: ⁠Uber⁠, ⁠Nike⁠, ⁠Reddit⁠, ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet,⁠ ⁠Ulta,⁠ ⁠John Deere,⁠ ⁠Madison Square Garden Sports⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The $15 Lunch That Quietly Steals the Future Bruce and I were talking recently about something that looks harmless on the surface—and yet it explains why so many people feel stuck. Bruce went to lunch and noticed groups of high school kids spending $15–$20 a day at a sit-down restaurant. Every day. And it hit him: we hear the same families say, “My kids will never be able to afford a home.” https://www.youtube.com/live/pIMRNKh4wuQ This isn't about shaming anyone. It's about seeing what's really happening. Because wealth isn't built by one big heroic moment. It's built by the quiet decisions that happen over and over, especially when nobody's watching. That's why this matters: if you're saving, you're already doing something most people don't. But saving alone isn't the end goal. The goal is learning how to turn savings into wealth—so your savings stops sitting idle, stops losing ground to inflation, and becomes part of a system that builds long-term financial strength. How to Turn Savings Into Wealth (Without Chasing the Next “Hot” Thing) If you've been saving money, I want you to hear me clearly: you're winning. Saving is the admission ticket. It's the foundation. It's the habit that makes everything else possible. But here's the tension we see all the time: You save… and it feels like it's just sitting there. You save… and inflation makes you wonder if you're falling behind. You save… but you don't feel confident about what to do next. So in this article, Bruce and I are going to walk you through a simple but powerful shift: Stop thinking of savings as “parked money.” Start thinking of it as net investable income. And then we'll show you how to build a wealth building system that helps you: develop the financial habits of wealthy people avoid lifestyle creep position capital for opportunity build wealth without high risk and create liquidity and control in investing You'll also learn why the cultural mantra “get your money moving” can be dangerous—and what to do instead. The Core System for Turning Savings Into Wealth 1) How to Turn Savings Into Wealth Starts With One Habit: Delayed Gratification Bruce said it plainly: without the habit of saving, you don't have capital to deploy. And here's what's important: delayed gratification is not a scarcity mindset. It's a decision to value your future self. Bruce shared the story of when he and his wife got married in 1986. They didn't have much. They chose to live simply—walking in the park, baking a peach pie from peaches they picked themselves—instead of spending money trying to keep up appearances. And in less than a year, they saved enough not only for a down payment, but to furnish a home and cover all the startup costs of moving into it. People love to say, “It was different back then.” And yes—some things were different. But here's the point Bruce was making: Even when you adjust for the price changes, the principle still holds: wealth is built when you consistently spend less than you make—and you do it long enough for capital to stack. This is the beginning of a savings strategy for wealth building. The real cultural battle today I added something here because we see it everywhere: the pressure to “live now.” If you want to enjoy life now, that's a choice. But you can't also expect to retire early, build financial freedom, and create multi-decade stability without adopting the disciplines that make it possible. You don't need perfection. You need a consistent system. 2) Savings vs Investing for Wealth Building: Don't Confuse “Movement” With Progress This is one of the most important distinctions in the entire conversation. There's a lot of content online telling people:“Don't let money sit.”“Get your money moving.”“Make your money work.” But movement is not the same thing as progress. Bruce told a story that makes this painfully clear: a very successful person had access to a $1 million line of credit, and someone convinced him to trade options with it. In one year, he lost $795,000. Let that sink in. Whatever inflation is doing to your savings, it is not cutting it down by 79% in a year. That's why the question isn't, “How do I move money faster?” The question is: How do I deploy capital wisely—without gambling? That's what separates families who build real wealth from families who stay stuck on a boom-and-bust cycle. This is exactly why we talk about positioning capital. 3) Positioning Capital: How to Position Capital for Investment Opportunities Bruce brought up Warren Buffett, and I love this example because it resets people's thinking. Buffett has held enormous amounts of cash at Berkshire Hathaway—because he wants to be ready when opportunity shows up. He'd rather lose a small amount to inflation for a season than put money into something he doesn't understand and lose it permanently. His first rule is simple: don't lose money. When you have positioned capital, you gain something most people don't have: Control. And control creates: negotiating power speed when the right deal appears calm decision-making the ability to say “no” to bad opportunities This is the heart of a cash position strategy. Because the truth is: the best opportunities often show up during uncertainty. If you're fully deployed and illiquid, you watch them pass. If you're positioned, you can act. 4) Net Investable Income: How to Turn Cash Savings Into Investable Income Here's the mental upgrade that changes everything: Most people treat savings like this:“I'm saving up for a vacation.”“I'm saving up for a car.”“I'm saving up for the next expense.” That's not wrong—it's just limited. If you want to turn savings into wealth, you need another category: Savings that is designated as net investable income. This is money you're intentionally allocating for the future—not to spend, but to deploy when the right opportunity appears. That shift turns savings into a strategic tool. And once you do that, you can build what I call a system. 5) A Wealth Building System: The “Marble Machine” That Never Stops I shared a picture from my own mind that I come back to all the time. We once built a wooden 3D puzzle—one of those machines where you crank a handle and marbles run through a track, loop around, and come back to the beginning. That's what a system is. A system is not sporadic. It's not random. It's not emotional. It's rules and flow. Here's the basic wealth system we discussed: A portion of your income automatically goes into a “wealth accumulation” bucket That bucket holds capital safely until you're ready to deploy You deploy into an opportunity designed to produce cash flow or equity growth That returns cash flow back into your system (not lifestyle creep) The increased income allows you to allocate even more capital going forward That's how wealth compounds in real life. This is how to build wealth with savings—because your savings becomes the engine that feeds the next level. 6) Liquidity and Control in Investing: Why We Like Specially Designed Whole Life Insurance Now let's talk about the tool we referenced—because this is where people start to realize there are levels to this. If your wealth accumulation bucket is a standard savings account, here's what happens: you put money in you deploy it the money leaves the bucket But when we use specially designed whole life insurance (built for cash value), something different becomes possible: You can access capital without removing it. You can borrow against the cash value, deploy into an opportunity, and still have your capital continuing to grow inside the policy (depending on carrier design). That's what we mean when we say this can amplify the system:your money can be working in more than one place at a time. And you still have benefits like a death benefit, plus the ability to use the same pool of capital over and over. This is why people search terms like: whole life insurance cash value strategy cash value life insurance for liquidity and control borrow against life insurance policy for investing Infinite Banking Concept life insurance as a wealth accumulation tool Is it for everyone? No. It needs to fit your cash flow, goals, and timeline. But it is one of the most powerful tools we've seen for people who want liquidity, control, and long-term stability without relying on banks. 7) Create Guardrails: The Most Practical Way to Avoid Bad Decisions Bruce shared something I love because it's so honest. He keeps his accumulation account at a separate credit union: not linked to his main bank no ATM card harder to access quickly Why? Because systems work best when you plan for your humanity. I added this in the episode: we often act like we're above temptation. But the truth is, most of us make worse decisions when it's easy. Guardrails help you stay aligned with what you said you want. This is also how you avoid lifestyle creep: you don't let investment returns drift back into everyday spending. You route them back into the system. 8) Teaching the Next Generation: Give, Save, Spend We also talked about building this into your children early. In our home, we keep it simple: Give (often 10%) Save (often 40%) Spend (often 50%) The “save” portion goes somewhere they can't casually pull from. It's meant to build strength and future options. Because turning savings into wealth is not just a financial technique—it's a way of thinking and living. The Point of Turning Savings Into Wealth If you remember nothing else, remember this: Savings is not the enemy.Savings is the foundation. But to build wealth, you need to turn savings into a system:

“If you want breakthrough differentiated results, you need breakthrough differentiated thinking.”  Todd Hagopian Top Five Tips For Transforming Your Business Using Hypermanic Strategies 1.  Grandiose Goal Setting2. Growing through subtraction3. Treating customers and products differently4. Making 52 small changes a year5. The razor hand rule TIME STAMP SUMMARY01:18   What exactly is ‘hypomanic' 06:50  The importance of efficiency and focus in achieving high productivity.10:30  52 small changes a year to transform business performance.15:50   Tying all tasks to the organization's goals to ensure alignment and drive profitability. Where to find Todd? Website:                            https://toddhagopian.com/LinkedIn:                           https://www.linkedin.com/in/toddhagopian/ Todd HagopianTodd Hagopian, known as the Stagnation Assassin, has transformed businesses at Berkshire Hathaway, Illinois Tool Works, Whirlpool Corporation, and JBT Marel, selling over $3 billion of product. As Founder of the Stagnation Intelligence Agency, he is the authority on Stagnation Syndrome and corporate transformation. Hagopian doubled his own manufacturing business acquisition value in just 3 years before selling, while generating $2B in shareholder value across his corporate roles. He has written more than 1,000 pages on Corporate Stagnation Transformation, including an upcoming book called "The Unfair Advantage - Weaponizing the Hypomanic toolbox", while earning recognition from Manufacturing Insights Magazine and Fox Business News Manufacturing Marvels.  His transformative strategies reach over 100,000 social media followers and generate 15,000,000+ annual impressions. 

When oil prices spike nearly 30% in a matter of days and a weak jobs report hits on the same Friday, the word on every investor’s mind is stagflation. On this episode of The Financial Hour of the Tom Dupree Show, host Tom Dupree, James Dupree, and Mike Johnson break down how the Middle East conflict is rippling through oil markets, what it means for interest rates and inflation, and why personalized investment management matters more than ever when volatility takes center stage. Whether you’re thinking about retirement or already drawing income from your portfolio, the current environment is a powerful reminder that how your money is managed — and who manages it — can make the difference between weathering the storm and watching your principal erode. How the Middle East Conflict Is Driving Oil Prices and Market Turbulence The most immediate market impact from the conflict between Israel, the U.S., and Iran has been felt in energy prices. West Texas Intermediate (WTI) crude surged from roughly $72 per barrel to touch $92, according to data tracked by the U.S. Energy Information Administration — a move of nearly 30% in just days. Mike Johnson explained the supply dynamics at play: “Kuwait — they’re cutting oil production. And this is because the Strait of Hormuz is cut off for all practical purposes. These big producers are running out of storage for the oil. They’re essentially closing up the wells.” The Strait of Hormuz handles approximately one-fifth of all global oil shipments daily. With roughly 90 million barrels of crude produced worldwide each day, shutting down that corridor has massive supply implications. Tom Dupree noted the physical challenge: “What keeps an oil well going is the oil flowing through all the little capillaries. When that gets turned off, it starts to sludge up.” Restarting shut-in wells can take days to weeks, and operators risk losing pressure and production permanently. For those tracking market commentary on gasoline prices, Mike pointed out a critical consumer threshold: “When you get to about $3.50 a gallon, that’s when you start seeing an impact on spending in a more meaningful way. And then $4 is when things start getting much worse in terms of consumer spending.” Stagflation Fears: Why One Jobs Report Has Investors on Edge The Friday jobs report from the Bureau of Labor Statistics came in weaker than expected, and the combination of rising commodity prices with a slowing labor market triggered immediate stagflation concerns across Wall Street. As Mike explained: “The market’s immediate knee-jerk reaction was that terrible S-word — stagflation. If we have a slowing economy with higher commodity prices, you have inflation and a slowing economy.” Tom was quick to add perspective: “One jobs number does not stagflation make. It’s a trend. But the fact that oil’s going up is gonna be considered inflationary, and then you get that jobs report on top of it.” Despite the volatility — with the market opening down 1.5% on Monday before recovering, followed by a sharp Tuesday sell-off — the broader indices showed resilience for the week. Mike observed: “We’ve essentially declared war. You’ve got oil prices up 30%. The market’s only off a little bit for the week. It’s been resilient as a whole.” This kind of choppy, bifurcated market is exactly why a disciplined investment philosophy matters. When risk-on and risk-off signals get scrambled day to day, reactive investors often make the wrong moves at the worst times. AI and the Job Market: Disruption Is Real, But It’s Not All Bad The conversation turned to how artificial intelligence is reshaping the employment landscape and what it means for market sentiment. James Dupree offered a nuanced take on the weak jobs data: “The AI stocks — they don’t really tie that to the economy because AI is going to replace jobs. So it might actually be good if there’s a bad jobs report for those AI stocks.” Mike broke down where the disruption is hitting hardest: “Some of your more tenured and senior workers — they’re benefiting from AI. What it’s impacting are the entry-level jobs. The number crunchers, entry-level analysts — those are the type of things that are able to be AI-ed away.” Tom drew a historical parallel: “AI is obviously the big thing right now. It’s the same way that the dot-com stuff was 20-something years ago. There will be winners and there will be losers, but I happen to believe that AI may actually create jobs because there will be more things that people can do.” For investors, the takeaway is that AI-related stocks occupy a unique space in the current market. James pointed to NVIDIA’s forward P/E ratio of 22 — below the S&P 500’s five-year average of roughly 23 — as evidence that some of the market’s fastest-growing companies are actually reasonably valued despite the broader market looking stretched. Sequence of Returns Risk: The Retirement Danger Most People Don’t See Coming Perhaps the most critical segment of the episode focused on a concept that every person in retirement or thinking about retirement needs to understand: sequence of returns risk. This is the idea that when your returns happen matters just as much as what they average over time — especially when you’re withdrawing money from your portfolio. Mike walked through a clear example: “Let’s say you have a million dollars and you’re drawing 4%, which is $40,000 a year. In the first year, the market goes down by 10% — your million dollars is now $900,000 plus you took out $40,000. So now you’re at $860,000. The next year, another 10% drop — down another $86,000 plus the $40,000 you withdrew. You have to get massive rises in the stock market to get back to even.” He continued: “There comes a point of no return where you’re forced to lower your withdrawal. If a million dollars is now $700,000 and you’re taking out $40,000, that’s now a 5.5% withdrawal rate. It’s negative compounding.” This is one of the core reasons the team at Dupree Financial Group structures retirement portfolios around dividend-paying investments. Tom explained the logic: “Sequence of returns is one reason why we invest for dividends — so that if the sequence of the return is negative, we may not have to be in a position to sell stocks in a down market. We can draw from the dividends.” For anyone approaching retirement or already drawing income, understanding this risk is essential. Resources from FINRA’s investor education center offer additional background on managing withdrawal strategies and retirement income planning. Berkshire Hathaway Under Greg Abel: Culture, Buybacks, and Alignment The episode also covered Berkshire Hathaway’s transition to new leadership under Greg Abel, who took over from Warren Buffett. Abel’s first annual letter to shareholders ran 18 pages — longer than Buffett’s typical letters — and signaled a leadership style rooted in operational detail and cultural preservation. Mike highlighted two significant announcements. First, Berkshire is resuming share buybacks for the first time since May 2024. Second, Abel is investing 100% of his post-tax salary — roughly $15 million per year — into Berkshire stock personally. “It’s all about alignment with shareholders,” Mike said. “It fits the Berkshire culture to a T.” The team also discussed Abel’s emphasis on corporate culture as a lasting competitive advantage. As Abel wrote in his shareholder letter, “Culture is our most treasured asset.” Tom connected that philosophy to Dupree Financial Group’s own approach: “We’ve worked to earn the trust of our clients and we have to keep working to keep that.” Historical Market Returns After Geopolitical Events Mike shared data that puts the current conflict in long-term perspective. Looking at one-year returns following major geopolitical events, the numbers are striking: 11.2% after the Korean War, 27% after the Cuban Missile Crisis, 13% after the Six-Day War, 10% after the Gulf War, nearly 27% after the invasion of Iraq, 19% after the Brexit vote, and 43% in the year following COVID-19. However, Tom added an important caveat for retirees: “What about the 30% drop that came before that? Individuals have to look at sequence of return, not just the long-term averages.” This distinction between how a static portfolio and a retirement portfolio respond to volatility is central to Dupree Financial Group’s investment philosophy — building portfolios of quality, dividend-paying companies in separately managed accounts where each client owns their individual stocks rather than being pooled into a mutual fund. Key Takeaways from This Episode Oil prices have surged nearly 30% due to Strait of Hormuz disruptions, with WTI crude jumping from $72 to $92 per barrel, creating ripple effects across the global economy. Stagflation fears are rising as weak jobs data combines with inflationary energy prices, though one report alone doesn’t confirm a trend. The $3.50 gas price threshold is where consumer spending starts to contract meaningfully — and $4 per gallon is where it gets significantly worse. Sequence of returns risk is more important than average returns for anyone in retirement or approaching it — early losses combined with withdrawals create negative compounding that can be devastating. Dividend investing provides a buffer during market downturns by allowing retirees to draw income without being forced to sell stocks at depressed prices. AI is reshaping the job market, benefiting senior workers while displacing entry-level roles, and creating a unique dynamic for tech stock valuations. Berkshire Hathaway’s Greg Abel is resuming share buybacks and investing his entire post-tax salary in Berkshire stock, signaling strong alignment with shareholders. Diversification across sectors — including energy exposure — helps portfolios weather geopolitical shocks through negative correlation benefits. Frequently Asked Questions How do rising oil prices affect my retirement portfolio? Rising oil prices can trigger inflation, which erodes purchasing power and can hurt broad market returns. However, portfolios with energy sector exposure may benefit from higher commodity prices. The key is having a diversified, actively managed portfolio that can adapt to changing market conditions rather than being locked into a one-size-fits-all approach. What is sequence of returns risk and why does it matter? Sequence of returns risk refers to the danger that poor market returns early in retirement — combined with portfolio withdrawals — can permanently damage your nest egg, even if long-term average returns are positive. A $1 million portfolio losing 10% while withdrawing $40,000 drops to $860,000 in year one, making recovery increasingly difficult. This is why income-focused strategies using dividends can help reduce the need to sell during downturns. Should I be worried about stagflation? One weak jobs report alongside rising oil prices raises the question, but stagflation requires a sustained trend of economic stagnation paired with persistent inflation. The current market has shown resilience despite the volatility. That said, having a portfolio strategy that accounts for inflation protection — through dividend growth stocks and diversified sector exposure — is prudent regardless of the economic outlook. How is AI affecting investment opportunities right now? AI-related stocks are trading somewhat independently from broader economic indicators. Companies like NVIDIA are showing strong earnings growth with forward valuations actually below the S&P 500 average. AI is displacing some entry-level jobs while creating opportunities for more experienced workers, making it a complex but potentially rewarding area for long-term investors. What did Berkshire Hathaway’s new leader announce? Greg Abel, who succeeded Warren Buffett, announced that Berkshire would resume share buybacks and that he would personally invest 100% of his post-tax salary — approximately $15 million annually — into Berkshire stock. His 18-page shareholder letter emphasized operational detail and cultural preservation as his top priorities. Don’t Let Market Noise Derail Your Retirement When oil prices surge, jobs data disappoints, and geopolitical uncertainty dominates the headlines, it’s easy to feel like the ground is shifting beneath your feet. But reactive investing — selling in a panic or chasing the latest trend — is one of the biggest threats to a retirement portfolio. At Dupree Financial Group, every client gets a separately managed account with direct access to their portfolio managers — not an assigned counselor at a call center. Your portfolio is built around your retirement timeline, your income needs, and your risk tolerance, with quality dividend-paying companies that provide income even when markets get choppy. If you don’t know what you own in your portfolio, you need to. Call (859) 233-0400 or schedule your complimentary portfolio review online to find out how a personalized approach could help protect — and grow — your retirement income. Listen to the full episode and explore more market insights on The Financial Hour podcast archive. Hear from clients who’ve made the switch to personalized investment management. Dupree Financial Group is a registered investment advisor (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information provided in this blog post and podcast is for educational purposes only and should not be considered personalized investment advice. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Please consult with a qualified financial professional before making any investment decisions. For more information, please review our firm disclosures on SEC.gov. The post Oil Prices Surge 30%: What Rising Market Volatility Means for Your Retirement Portfolio appeared first on Dupree Financial.

Discover why Berkshire Hathaway approved a stock buyback. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50%here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:17) Anthropic's Revenue Surge(07:13) Insider Buying(13:18) Berkshire Hathaway's Stock(23:05) Real Brokerage Earnings Review(30:15) Small Cap of the Week(39:58) Wix's Financial Engineering and Growth(44:57) The Future of E-commerce Stocks(51:52) Michael Burry and Adobe(57:00) Appreciating Capital Losses*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen Kursrutsch bei Renk, neue Exportregeln für KI-Chips und die Erholung der Online-Reiseplattformen. Außerdem geht es um Phillips 66, Valero Energy, American Airlines, United Airlines, Delta Air Lines, Nvidia, AMD, DHL Group, Merck KGaA, Hensoldt, Rheinmetall, Adidas, Puma, Berkshire Hathaway, Gaxos.ai, Expedia, Booking Holdings, VanEck Gold Miners (WKN: A12CCL), VanEck Junior Gold Miners (WKN: A12CCM), Apple, Xiaomi, Samsung Electronics, SK Hynix und Micron Technology. Hier zur Newsletter-Anmeldung: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

For the first time since Lyndon Johnson was in the White House, Berkshire Hathaway has a new CEO.  Greg Abel joins us in his major interview since taking over for the legendary Warren Buffett at the beginning of the year.  The company has resumed repurchasing its own shares for the first time since 2024, and Abel announced his plans to use his annual compensation each year to buy additional shares in Berkshire. Plus, the latest in the he-said, he-said drama of OpenAI, Anthropic and the Pentagon.    Greg Abel: 16:00   In this episode:  Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Haren Bhakta walks through the shareholder letter Berkshire Hathaway (BRK/B) released with its earnings, and how the tone has changed with Greg Abel assuming the CEO-ship. Haren thinks Berkshire could look to improving the businesses they own, which Warren Buffett largely stayed away from, rather than focusing only on capital allocation. He notes that Abel specifically called out a subsidiary in the letter, signaling a possible culture break. Haren also thinks the board of directors may take more control and less companies will be interested in being acquired by Berkshire.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

► Werde Teil der Koch-Community: https://bit.ly/360wallstreetpc * Nach der kräftigen Erholung am Mittwoch zeigen sich die US-Futures gemischt. Der Markt wartet auf den monatlichen Arbeitsmarktbericht am Freitag und verfolgt gleichzeitig die Entwicklungen im Nahen Osten, wo der Konflikt zwischen den USA, Israel und Iran inzwischen in den sechsten Tag geht und sich zunehmend über den Golf hinaus ausweitet. Irans stellvertretender Außenminister soll angeboten haben das Atomprogramm einzustellen. Voraussetzung sei, dass die USA eine lukrative Alternative anbieten. Positiv wirken starke Zahlen und optimistische Aussagen zu KI-Partnerschaften bei Broadcom, die die Aktie nachbörslich steigen ließen, während die Nasdaq-Futures insgesamt kaum verändert sind. Berkshire Hathaway beginnt außerdem nach einer langen Pause wieder mit Aktienrückkäufen. In Asien erholten sich die Märkte deutlich, mit dem Nikkei über 1.000 Punkte im Plus. Der koreanische Kospi, der zuvor innerhalb von drei Tagen in einen Bärenmarkt gerutscht war, sprang um fast 10 %. Bitcoin konsolidiert nach dem Sprung über 72.000 Dollar. Gleichzeitig kündigte China an, rund 300 Milliarden Yuan (etwa 44 Milliarden US-Dollar) in staatliche Banken zu pumpen, um systemische Risiken zu begrenzen und die Finanzierung von Technologieunternehmen zu stärken, ein weiterer Schritt im wirtschaftlichen Wettbewerb mit den USA. Ein Podcast - featured by Handelsblatt. Impressum: https://www.360wallstreet.de/impressum *Werbung

Nach der kräftigen Erholung am Mittwoch zeigen sich die US-Futures gemischt. Der Markt wartet auf den monatlichen Arbeitsmarktbericht am Freitag und verfolgt gleichzeitig die Entwicklungen im Nahen Osten, wo der Konflikt zwischen den USA, Israel und Iran inzwischen in den sechsten Tag geht und sich zunehmend über den Golf hinaus ausweitet. Irans stellvertretender Außenminister soll angeboten haben das Atomprogramm einzustellen. Voraussetzung sei, dass die USA eine lukrative Alternative anbieten. Positiv wirken starke Zahlen und optimistische Aussagen zu KI-Partnerschaften bei Broadcom, die die Aktie nachbörslich steigen ließen, während die Nasdaq-Futures insgesamt kaum verändert sind. Berkshire Hathaway beginnt außerdem nach einer langen Pause wieder mit Aktienrückkäufen. In Asien erholten sich die Märkte deutlich, mit dem Nikkei über 1.000 Punkte im Plus. Der koreanische Kospi, der zuvor innerhalb von drei Tagen in einen Bärenmarkt gerutscht war, sprang um fast 10 %. Bitcoin konsolidiert nach dem Sprung über 72.000 Dollar. Gleichzeitig kündigte China an, rund 300 Milliarden Yuan (etwa 44 Milliarden US-Dollar) in staatliche Banken zu pumpen, um systemische Risiken zu begrenzen und die Finanzierung von Technologieunternehmen zu stärken, ein weiterer Schritt im wirtschaftlichen Wettbewerb mit den USA. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Daily Snippet vom 03.03.2026 Der Montag hatte es in sich: Während Öl und Gold wegen der Iran-Krise erwartungsgemäß stiegen, drehte der breite Markt völlig überraschend ins Plus. Doch ausgerechnet mein sicherstes Pferd im Stall, Berkshire Hathaway, kassierte einen 5 % Crash. Auslöser waren die letzten Earnings unter Warren Buffett und eine handfeste Überraschung in den Büchern. Ob der Führungswechsel zu Greg Abel jetzt ein Verkaufsgrund ist, liest du im neuen Audio. —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-03-03-2026   Folge mir für ehrliche Finanz-Einblicke! —— Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung:

Miranda Nouwen (CEO VDH Power) over de overstap van zonnepanelen naar (thuis)batterijen Groothandel VDH Power was groot in zonnepanelen, maar met het einde van de salderingsregeling in zicht zet het bedrijf in op thuisbatterijen. Maar wacht die tak hetzelfde lot als de zonnepanelen? Miranda Nouwen, CEO van VDH Power is te gast in BNR Zakendoen. Macro met Mujagić Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Beleggerspanel Kan het aandeel Wolters Kluwer weer uit het dal klimmen? En: De nieuwe topman van Berkshire Hathaway houdt de traditie van een brief aan de aandeelhouders in stand. Maar kan hij ook de traditie van hoge rendementen aanhouden? Dat en meer bespreken we om 11.30 in het beleggerspanel met: Thijs Knaap, Chief Economist APG Jean Paul van Oudsheusden, marktanalist bij eToro en oprichter van Markets Are Everywhere Luister l Beleggerspanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

In today's BizNews Daybreak: Global markets are reacting violently to the escalating US military offensive against Iran, sending shockwaves through energy and commodity sectors. Locally, a major legal victory has upended the South African government's healthcare plans. Key highlights from this episode: Markets & Commodities: Brent crude oil has spiked $10 a barrel (a 16% jump in Rand terms) as the Strait of Hormuz faces potential closure, while gold has surged to an all-time high of over $5,380 an ounce. Middle East Escalation: President Trump has vowed to continue the US military offensive to dismantle Iran's missile and naval capabilities, prompting JPMorgan CEO Jamie Dimon to warn that the conflict could trigger an inflation-driven economic downturn. SA's Stance on Iran: Dr Iraj Abedian heavily criticised the South African government for aligning with the Iranian regime, calling it a moral misjudgment and an endorsement of a dictatorship that is "butchering" its youth. NHI Halted: Business group Sakeliga's CEO comments on its massive High Court victory against the National Health Insurance (NHI) plan, effectively halting its implementation. He urges private healthcare businesses to resist state co-option. Market Shocks: Warren Buffett's Berkshire Hathaway suffered a rare 5% drop following unusually poor quarterly results, shaking investor confidence.

The Motley Fool's Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire's latest update, the team turns to discussing some of its favorite investing trends, which includes AI infrastructure spending and the modern space race. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Berkshire Hathaway's leadership transition -Greg Abel's first letter to shareholders -OpenAI's historic funding round -NASA's updated timeline for its Artemis missions Companies discussed: BRK.A, BRK.B, NVDA, AMZN, LMT, BA, NOC, LUNR, KTOS Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Berkshire Hathaway's (BRK/B) first earnings without Warren Buffett at the helm resulted in a sell-off. Macrae Sykes still calls the report a great one backed by excellent commentary from new CEO Greg Abel pointing to a strong 20-plus years ahead. He explains ways the company shook up parts of its portfolio, from Apple (AAPL) to Chubb (CB) and Coca-Cola (KO). Macrae wants to see the company's "excellent" cash flow get put to bigger use. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

As markets grapple with the U.S. and Israel joint attack on Iran, Diane King Hall turns to stock movers kicking off the new trading week. CrowdStrike's (CWRD) upgrade from Piper Sandler signals what the firm calls a "best in class" cybersecurity platform that didn't deserve a part in the software sell-off. Diane points to a Novo Nordisk (NVO) downgrade from Goldman Sachs and Berkshire Hathaway's (BRK/B) earnings hitting those stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Nadelöhr der Weltwirtschaft, den Gewinneinbruch bei Berkshire Hathaway und die neuen Premium-Pläne von Xiaomi. Außerdem geht es um Rheinmetall, Hensoldt, Lockheed Martin, RTX Corporation, iShares Global Aerospace & Defence UCITS ETF (WKN: A3E1JS), VanEck Defense UCITS ETF (WKN: A3D9M1), BP, Shell, ExxonMobil, ConocoPhillips, Fortinet, Palo Alto Networks, Cloudflare, L&G Cyber Security ETF (WKN: A14WU5), BASF, Lufthansa, Microsoft, ASML, Google, Kasikornbank, SCB-X, Airports of Thailand, PTT, PTT Exploration & Production, Delta Electronics und Xtrackers MSCI Thailand (WKN: DBX0GY). Mit dem Code „EARLYBIRD2026“ spart ihr 40 Prozent beim Kauf eines Tickets für den „New Work“-Summit von Business Insider unter diesem Link: https://www.businessinsider.de/new-work-summit Wir freuen uns an Feedback über aaa@welt.de. Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/  Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Netflix zieht sich aus Warner-Deal zurück und kassiert 2,8 Mrd. $ Strafe. Paramount steigt 20%. OpenAI sammelt 110 Mrd. $ ein, Amazon größter Investor. USA greifen Iran an. Block streicht 40% der Jobs. Dell boomt dank KI-Servern. Privatkredit-Sorgen drücken Banken. Buffetts Nachfolger Greg Abel schreibt seinen ersten Aktionärsbrief. Näher dran, strenger im Ton. BNSF soll Margen-Gap schließen, Pilot muss Nummer 1 werden. Berkshire Hathaway (WKN: A0YJQ2) bleibt konservativ. Carrefour (WKN: 852362) zieht sich auf drei Kernmärkte zurück. KGV von 9, Dividendenrendite von 6%. Schafft CEO Bompard den Tesco-Turnaround? Mehr zu Laurenz Malte Nienaber erfahren. Diesen Podcast vom 02.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Het Midden-Oosten staat op zijn kop, nu Israël en de VS de leider van Iran hebben geliquideerd. Een conflict dat grote gevolgen heeft voor de rest van de wereld. Zo is de straat van Hormuz afgesloten, wat zorgt voor een flink hogere olieprijs. Ook de gasprijs schoot omhoog, omdat Qatar (na een Iraanse aanval) hun gasproductie heeft stilgelegd. Deze aflevering vertellen we je hoe je als belegger moet omgaan met oorlogsdreiging. Welke aandelen je even links moet laten liggen en of het terecht is dat sommige aandelen massaal worden ingeslagen. We proberen je op weg te helpen in onzekere tijden. Onzeker is ook hoe Greg Abel Warren Buffett moet doen vergeten. De nieuwe baas van Berkshire Hataway moest (voor het eerst) de kwartaalcijfers presenteren en dat was geen makkie. Ook niet omdat de resultaten nogal tegenvallen. We kijken of het Abel lukt, om beleggers te overtuigen van zijn kwaliteiten. Hoor je ook meer over Disney en Netflix. Die laatste liep weg van de overnamestrijd om Warner Bros. Discovery. Met grote gevolgen. Paramount, dat er met de buit vandoor ging, gaat zijn streamer nu combineren met die van de overnameprooi. En dat heeft enorme gevolgen voor de markt. Verder ook aandacht voor Tesla. Dat ineens meer auto's verkoopt in een aantal Europese landen. Is het herstel ingezet? Praten we je trouwens ook nog bij over ASML (dat iets nieuws gaat doen) en een grote hack bij AkzoNobel. Te gast: Corné van Zeijl, van Cardano. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Die US-Futures stehen deutlich unter Druck nach den Angriffen der USA und Israels auf den Iran am Wochenende. Präsident Trump erklärte, Ziel sei es, Irans Atom- und Raketenprogramm auszuschalten – die Militärschläge würden fortgesetzt, bis alle Ziele erreicht seien. Die Märkte reagieren sofort: Öl zieht kräftig an, mit WTI über 72 US-Dollar, Brent zeitweise über 82 US-Dollar. Gold legt ebenfalls deutlich zu. Eine klassische Fluchtbewegung. Profiteure sind Rüstungswerte, Drohnenhersteller und Tankeraktien. Verlierer sind Airlines, Reise- und Freizeitwerte und alles, was unter höheren Energiekosten leidet. Erschwerend kommt hinzu, dass Norwegian Cruise und Whirlpool die die Aussichten für 2026 senken. Berkshire Hathaway verfehlt ebenfalls die Ziele, wobei das Unternehmen in Anbetracht der hohen Barmittelquote als insgesamt defensiv gilt. Was Iran betrifft, ist jetzt nicht der erste Schock entscheidend, sondern die Dauer. Bleibt es eine kurze Eskalation, dürfte sich der Markt stabilisieren. Bleibt Öl jedoch nachhaltig erhöht, wird daraus schnell wieder ein Inflations- und Zinsthema. Wir sehen vor dem Opening zahlreiche Aufstufungen für die Aktien von Chevron, ConocoPhillips und Exxon. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die US-Futures stehen deutlich unter Druck nach den Angriffen der USA und Israels auf den Iran am Wochenende. Präsident Trump erklärte, Ziel sei es, Irans Atom- und Raketenprogramm auszuschalten – die Militärschläge würden fortgesetzt, bis alle Ziele erreicht seien. Die Märkte reagieren sofort: Öl zieht kräftig an, mit WTI über 72 US-Dollar, Brent zeitweise über 82 US-Dollar. Gold legt ebenfalls deutlich zu. Eine klassische Fluchtbewegung. Profiteure sind Rüstungswerte, Drohnenhersteller und Tankeraktien. Verlierer sind Airlines, Reise- und Freizeitwerte und alles, was unter höheren Energiekosten leidet. Erschwerend kommt hinzu, dass Norwegian Cruise und Whirlpool die die Aussichten für 2026 senken. Berkshire Hathaway verfehlt ebenfalls die Ziele, wobei das Unternehmen in Anbetracht der hohen Barmittelquote als insgesamt defensiv gilt. Was Iran betrifft, ist jetzt nicht der erste Schock entscheidend, sondern die Dauer. Bleibt es eine kurze Eskalation, dürfte sich der Markt stabilisieren. Bleibt Öl jedoch nachhaltig erhöht, wird daraus schnell wieder ein Inflations- und Zinsthema. Wir sehen vor dem Opening zahlreiche Aufstufungen für die Aktien von Chevron, ConocoPhillips und Exxon. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack how OPEC may respond - and what higher energy costs mean for inflation and equities. Then, in our “Invest Like Buffett” segment, we assess Berkshire Hathaway’s final quarter under Warren Buffett and the market’s early verdict on Greg Abel. We also break down why UBS is turning cautious on U.S. stocks and preview earnings from cruise lines to chipmakers. Plus, UP or DOWN on Anthropic, the Yangzijiang names, and the Straits Times Index - hosted by Michelle Martin with Ryan Huang. Companies in focus: Berkshire Hathaway, Warren Buffett, Greg Abel, UBS, Anthropic, Apple, Yangzijiang Financial, Yangzijiang Maritime, Yangzijiang Shipbuilding, Genting Singapore, OPECSee omnystudio.com/listener for privacy information.

Shawn O'Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it's always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft's co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft's DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT's intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠The Intrinsic Value Portfolio⁠⁠. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Acquired podcast's coverage of the Lyft IPO. Lyft's CEO on the shift to robotaxis. Value Investor's Club pitch for Lyft. Lyft's S1 filing. Check out our previous Intrinsic Value breakdowns: ⁠⁠Transdigm⁠⁠, ⁠⁠Salesforce⁠⁠, ⁠⁠Berkshire Hathaway⁠⁠, ⁠⁠FICO⁠⁠, ⁠⁠PayPal,⁠⁠ ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Amazon⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠Alphabet⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Paramount Skydance is poised to triumph in its bid to buy Warner Bros Discovery after Netflix said it would not boost its offer, tech companies are increasingly turning to loans backed by the chips on which their large language models are trained and the FT's George Steer explains how Wall Street is hedging against the tech stock sell-off . Plus, Berkshire Hathaway's new chief executive will send his first letter to investors on Saturday. Mentioned in this podcast:Paramount poised to clinch Warner Bros deal after Netflix walks awayTech groups turn to more chip-backed loans to fund AI arms raceWall Street turns to complex trades to dodge AI ‘implosions'Warren Buffett hands over Berkshire Hathaway's reins to Greg AbelBehind the Money podcast: Berkshire after BuffettNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig, and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Michela Tindera, Gavin Kallmann and Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

This week, we discuss AI-assisted COBOL migrations, the OpenClaw Foundation, and AI killing Office. Plus, is TSA PreCheck Touchless the peak of airport efficiency? Watch the YouTube Live Recording of Episode 561 Runner-up Titles New's not good He knows how to be retired Let Matt Cook We don't have to worry about that Brandon You're that guy The stock market feels reactionary Siri-Claw Foundation Washing Give me life-changing money and I'll have a better take Why do I need to pay for power usage? Rundown IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat IBM Crashes 11% as Anthropic Threatens COBOL Empire Mechanical Orchard: Half Baked OpenClaw, OpenAI and the future This Is the Biggest Threat to Microsoft Office I've Ever Seen. LibreOffice Online: a fresh start - TDF Community Blog Linux 7.0-rc1 Released With Many New Features Relevant to your Interests Warren Buffett's Berkshire Hathaway announces it sold 77% of its Amazon they hacked CSS The A.I. Disruption We've Been Waiting for Has Arrived YOLO Travel Bookings This App Warns You if Someone Is Wearing Smart Glasses Nearby The Death of Spotify: Why Streaming is Minutes Away From Being Obsolete OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 Cloud and AWS cost consultant Duckbill expands to software, raises $7.75M for new Skyway platform Man accidentally gains control of 7,000 robot vacuums My smart sleep mask broadcasts users' brainwaves to an open MQTT broker Nonsense GE Profile made a smaller version of its nugget ice maker that needs less counter space TSA PreCheck Touchless ID | Delta Air Lines Listener Feedback Introducing Agent Plugins for AWS Conferences DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE. Austin Meetup, March 10th, Listener Steve Anness speaking on Grafana KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. DevOpsdays Atlanta 2026, April 21-22, 2026 DevOpsDays Austin, May 5 - 6, 2026 WeAreDevelopers, July 8th to 10th, Berlin, Coté speaking. VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) - Coté speaking. Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: Milestone Birthdays (iOS App) Matt: Lupin on Netflix

Mike Armstrong and Marc Fandetti react to a hotter-than-expected Producer Price Index report that extended the market selloff and pushed investors to reassess the path of inflation and interest rates. With the 10-year Treasury dipping below 4% and mortgage rates nearing 6%, they debate whether falling rates can revive housing — or if broader growth concerns are the bigger story.The hour also features CNBC's Michael Santoli on the AI-driven market rotation and what could reignite momentum in big tech, plus analysis of Paramount's blockbuster acquisition of Warner Bros. Discovery, Berkshire Hathaway's new stake in The New York Times, and renewed concerns about risks building in private credit markets.

Berkshire Hathaway (BRK/B) has recently underperformed the SPX and its financial sector peers. Before the company reports earnings this weekend, Rick Ducat shows how the firm's top holdings add to the complicated picture when it comes to highlighting support and resistance levels to watch. He offers an example options trade for Berkshire Hathaway. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, Scott Becker reviews how Warren Buffett's Berkshire is trimming stakes in Apple and Bank of America, with American Express emerging as a potential top holding as the firm rebalances away from former growth giants.

Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by BenQ: Check out BenQ's smarter displays made for how Mac users actually work and sign up for the giveaway here. New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: Berkshire Hathaway reduces Apple stake as Warren Buffett officially retires Apple's low-cost MacBook might lack these features Apple acquires startup specializing in AI-powered light and optics Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Don't miss out on our other daily podcasts: Quick Charge 9to5Toys Daily Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.

In this episode, Scott Becker reviews how Warren Buffett's Berkshire is trimming stakes in Apple and Bank of America, with American Express emerging as a potential top holding as the firm rebalances away from former growth giants.

In this episode of Sound of the Economy, Nick Kieffer sits down with Lori Snyder, Managing Broker with Berkshire Hathaway HomeServices Northern Indiana Real Estate, to talk about the current state of the real estate market in Goshen and Elkhart County.With more than two decades of experience in residential and commercial real estate, Lori offers insight into what buyers and sellers are experiencing right now, how interest rates and inventory levels are shaping decisions, and what trends are emerging across the region. The conversation also explores the important connection between housing availability, commercial development, and overall economic momentum.From workforce attraction and affordability challenges to investment opportunities and future market outlook, Lori shares a practical, on-the-ground perspective of what's happening in our local economy.If you're a business owner, investor, homeowner, or simply interested in how real estate impacts Goshen's future, this episode provides valuable insight into one of the most important drivers of our local economy.

With the Supreme Court striking down the Trump Administration's reciprocal tariffs, and the announcement of new 15% tariffs by The White House, the economic forecast has become another blizzard of uncertainty. Kyla Scanlon, author of “In This Economy?”, helps us decode the sour vibes in this current economy, and the challenges facing investors. Plus, Berkshire Hathaway shareholders are bracing for an earnings report and shareholder letter that won't be delivered by Warren Buffett for the first time in sixty years. No pressure. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Daniel Mahncke and Shawn O'Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠The Intrinsic Value Portfolio⁠. Shawn & Daniel use ⁠Fiscal.ai⁠ for every company they research — use their ⁠referral link⁠ to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: ⁠Transdigm⁠, ⁠Salesforce⁠, ⁠Berkshire Hathaway⁠, ⁠FICO⁠, ⁠PayPal,⁠ ⁠Uber⁠, ⁠Nike⁠, ⁠Amazon⁠, ⁠Airbnb⁠, ⁠Alphabet⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Warren Buffett's final quarter as CEO of Berkshire Hathaway is in the books — and the 13F tells an interesting story. In this video, we walk through every buy and sell Berkshire made in Q4 2025, including new positions, big trims, and what Todd Combs leaving for JPMorgan might have to do with the massive Amazon selloff. We also cover what a 13F actually shows you — and what it doesn't — so you don't make the mistake of copying trades without understanding the full picture.Data pulled from Dataroma.com, where you can track 13F filings for Berkshire Hathaway, Bill Ackman, and dozens of other major fund managers for free. [⁠⁠⁠Link to YouTube Video⁠⁠⁠]⁠⁠⁠⁠⁠⁠⁠⁠⁠Dapper Dividends Recommendation Tracker Spreadsheet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out my current portfolio on

The old economy is hot again and Berkshire is like an old economy ETF. (0:15) - Does Berkshire Hathaways Investing Strategy Still Work For Value Investors? (3:05) - Breaking Down Berkshire Hathaways Earnings Estimates and Performance    (14:30) - Should You Just Buy What Berkshire Hathaway Is Buying?   (20:40) - Episode Roundup: BRK.B, AMZN, BAC, UNP, HVT  

The old economy is hot again and Berkshire is like an old economy ETF. (0:15) - Does Berkshire Hathaways Investing Strategy Still Work For Value Investors? (3:05) - Breaking Down Berkshire Hathaways Earnings Estimates and Performance    (14:30) - Should You Just Buy What Berkshire Hathaway Is Buying?   (20:40) - Episode Roundup: BRK.B, AMZN, BAC, UNP, HVT   Podcast@Zacks.com

We got the final filing of Berkshire Hathaway's stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix's latest saga buying Warner Bros. Discovery and why homebuilders are building fewer homes. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Buffet's final stock buys - Netflix gives Paramount one more shot - Homebuilder trends Companies discussed: Toll Brothers (TOL), Apple (AAPL), Netflix (NFLX), Warner Bros. Discovery (WBD). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Shawn O'Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company's culture so legendary 01:04:18 - Why Netflix's app just “works” better than the competition 01:18:03 - How to think about modeling NFLX's intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Value Investors Club pitch on NFLX. The Acquired podcast's episode on Netflix. Business Breakdowns' podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm