Podcasts about Buffett

Today's guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm's deep value strategy. He's just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today's episode, Toby starts by discussing the current valuation landscape and the challenge for small cap investors. Then he explores the intersection of Warren Buffett's investment philosophy with Sun Tzu's teachings. He walks through notable investment case studies, including General Re, Burlington Northern and Japanese trading houses. The case studies all convey the significance of patience, strategic thinking, and the pursuit of asymmetric opportunities in investing, while also addressing the psychological aspects that influence investor behavior. (0:34) Introduction of Tobias Carlisle (1:32) Value investing in current market conditions (4:04) Market outlook and valuation differences across cap-sizes (10:03) Jay Powell's recent comments (13:57) Toby's new book (19:54) The Gen Re investment (26:33) Buffett's investment in Japan and Apple (32:57) Buffett's investment principles and managing FOMO (42:30) Comparing low volatility and high beta stocks ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Excess Returns, Matt Zeigler sits down with investor and author Bogumil Baranowski to discuss one of investing's most important mindset shifts: moving beyond cheap stocks to paying up for quality and exceptional opportunities. Drawing on lessons from Warren Buffett, Ben Graham, and his own journey, Bogumil explains how value investing evolves across three key phases—buying cheap, buying good, and learning to pay up. The conversation explores patience, conviction, dead money periods, family wealth stewardship, and how to think about value versus price in a noisy world.Topics covered:• The “cheapest dentist” analogy and why investors chase bargains• The three phases of investor evolution: cheap, good, and exceptional• Lessons from Buffett, Munger, and Graham on paying up for quality• How to hold through drawdowns and dead money periods• Why patience and conviction are the hardest investing skills• Frugality, compounding, and lessons from his grandmother• How long-term family investors think about wealth and stewardship• The difference between price and value in modern markets• How to know when cheap is too cheap and quality is worth paying for• Why great investments are often simple to explain• The story behind his Wall Street Journal essay “The Expensive Truth About Cheap Investments”Timestamps:00:00 Introduction – The cheapest dentist analogy03:00 Why investors love cheap stocks07:00 The evolution from bargain hunter to quality investor09:00 Examples from Ben Graham, Buffett, and Facebook15:30 Conviction, drawdowns, and dead money19:00 Judging success by business progress, not stock price27:00 Lessons from grandma on value and frugality31:00 How Buffett evolved from cheap to quality45:00 Investing for future generations49:00 Invisible wealth and stewardship52:00 The value investor dilemma58:00 Equal-weight vs market-cap indexes59:00 Lessons for the average investor1:02:00 How much research you really need1:04:30 How his WSJ essay came to life and final takeaways

Send us a textWarren Buffett is still making big moves at 95 years old. His latest play? A $10 billion bet on OxyChem, the petrochemical arm of Occidental.In this episode of Market Outsiders, Namaan and Jenny Rae unpack what makes this deal stand out. They break down the financial engineering behind it, why debt reduction matters in today's macro climate, and how it fits into the broader Buffett Playbook. From shareholder buybacks to Buffett's trademark “handshake” style, this is a masterclass in deal dynamics.Links mentioned in the episode:Occidental 10-K (FY 2024)Latest Buffett Shareholder LetterPrevious episode: What Record Stock Buybacks Signal (August 11, 2025)Previous episode: Kraft Heinz Breakup Signals the End of Scale at All Costs(September 2, 2025)Invest in Project Management Training for your teamTimestamps:00:19 Buffett at 95 makes a $10B deal01:26 The Buffett Index and Woodstock of Capitalism02:32 The Buffett Playbook: deal vs. business05:28 Breaking down the OxyChem acquisition06:18 Why stock buybacks matter08:17 Debt, interest rates, and timing the deal12:07 Berkshire's 28% stake in Occidental15:34 Buffett's secret: the handshakeGet real consulting experience from your bedroom in the November 2025 Strategy Sprint project; $200 off expires October 3 Listen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Summary del Show: • Wall Street sube mientras el shutdown entra en su segundo día y Challenger reporta despidos en baja. • UnitedHealth, CVS y Humana recortan cobertura en Medicare Advantage para 2026. • Amazon $AMZN lanza Amazon Grocery para competir con Costco $COST y Walmart $WMT. • Berkshire Hathaway $BRK.A compra OxyChem de Occidental $OXY por $9.7B.

Voor het eerst in zeven jaar tijd komt het er weer op aan: de Amerikaanse overheid gaat in 'shutdown'. Het schuldenplafond is bereikt en er is nog geen akkoord voor de begroting. Normaal gesproken wordt zo'n shutdown vlak van tevoren afgewend, en is het een politiek steekspel tot het einde. Maar met Trump is alles anders. Wat dat voor jouw aandelen betekent, hoor je in deze aflevering. Dan hebben we het dus ook over Warren Buffett. De cashberg van zijn Berkshire Hathaway groeit en groeit en groeit. Maar ein-de-lijk lijkt daar verandering in te komen. Berkshire zou interesse hebben in het overnemen van een compleet bedrijfsonderdeel. Gaat om de petrochemische tak van oliebedrijf Occidental Petroleum. En dat ten tijde van een slecht lopende oliesector. Een slimme zet? Verder hoor je over Nike. Ook daar was het lang wachten, maar betere tijden lijken aan te breken voor het sportmerk. De omzet groeit weer. En dat is te danken aan de strategie van topman Elliott Hill, die nu een klein jaar erop heeft zitten. En het gaat over Mark Zuckerberg. Die kijkt mee met alles wat je doet, zo blijkt maar weer. Hij heeft een nieuwe manier gevonden om nog meer data van jou te verkopen aan adverteerders.See omnystudio.com/listener for privacy information.

Warren Buffett'ın “en iyi tek ölçü” dediği gösterge %217 seviyesinde ve tarihte sadece dotcom balonunda bu kadar yükselmişti. Peki bu, yeni bir balon mu yoksa küreselleşen ekonominin doğal yansıması mı? Midas Podcast'in bu bölümünde, güncel borsa değerlemelerini derinlemesine inceliyor, risk sinyallerini masaya yatırıyor ve akıllı yatırımcıların bu dönemde nasıl hareket etmesi gerektiğini konuşuyoruz. İyi dinlemeler. Midas uygulamasını indir: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://app.getmidas.com/gmih/mie6gpeu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X (Twitter): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/getmidas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/get_midas/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@midasplus⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@midasinkulaklari⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Midas'ın Kulakları: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.getmidas.com/midasin-kulaklari⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Not: Bu içerik, içeriğin yayınlandığı günkü veriler ve haberler baz alınarak hazırlanmıştır. Eğer varsa içerikte geçen hedef fiyat tahminleri, uzman ve analist yorumları bu içeriğin yayınlandığı tarihte geçerlidir. Bu tahmin ve yorumlar zaman içinde değişkenlik gösterebilmektedir. Bu podcast'te yer alan haberler ve haberlerin içerdiği şirketler hakkındaki bilgiler yatırım danışmanlığı kapsamında değildir. Bahsi geçen hisselerdeki; hisse adı, fiyatı ve grafikleri de dahil temsilidir, yatırım tavsiyesi değildir.

What would Warren Buffett do if he invested in real estate? In this episode, Brian Hamrick welcomes back Paul Moore, Founder of Wellings Capital and author of multiple real estate investing books, to explore safer, smarter strategies in today's market. Paul shares why he believes Buffett's investing principles apply directly to commercial real estate—and even argues that Buffett might have been more successful in property than in stocks. Key topics we cover: Preferred Equity 101: where it fits in the capital stack and why it can deliver debt-like returns with equity-style protection Rescue Capital vs. Safer Structures: why Wellings avoids distressed bailouts and instead focuses on recapitalizations and acquisitions Hybrid JV Equity: the new strategy that combines the protections of preferred equity with the upside of common equity The Buffett Playbook: how timeless principles like intrinsic value, discipline, and saying “no” apply to real estate investors today Asset Management as Risk Control: why fraud and people problems—not pro formas—are the biggest investor risks Paul's upcoming book, Warren Buffett's Rules for Real Estate Investors His nonprofit mission with AIM to fight human trafficking Paul also opens up about the mistakes he's avoided (like floating-rate debt during the rate hikes) and the lessons he's learned from decades in the business.

Find me on Substack: https://bogumilbaranowski.substack.com/Matthew Peterson is the visionary founder and managing partner of Peterson Capital Management who leverages over 25 years of global financial experience, including a decade at Goldman Sachs, Morgan Stanley, and Merrill Lynch, to pioneer "structured value investing" - a sophisticated approach that combines classic value principles with options strategies to achieve superior returns while managing risk.EPISODE NOTES3:00 - Matthew shares his Minnesota upbringing and early financial curiosity, shuffling bank CDs for extra returns in the 1980s before understanding compounding5:30 - Wall Street experience at Goldman Sachs: "everybody was aligned, marching to the same beat" with 104-hour work weeks becoming "second family"8:15 - Introduction to structured value investing: using options as tools, not speculation, to buy stocks at better prices than traditional investors10:40 - Core strategy revealed: selling put contracts instead of market orders - "we say, I will commit to buying it for a hundred over the next year, but you have to pay us fifteen dollars"12:20 - Benefits explained: buying 20% cheaper creates massive IRR advantage over decades of compounding15:45 - Psychology advantage: options help value investors be more patient during early entry periods24:15 - Portfolio composition: seven core "infinite compounder" holdings including Berkshire Hathaway, designed to hold forever41:50 - 13F analysis strategy: monitoring 100+ value investors reduces 6,500 companies to just 400 prospects54:15 - Introduction to Alpha One AI platform providing comprehensive company analysis in 20 minutes1:02:25 - Structured dividend capture strategy for cash management1:11:15 - Success definition: "having the people that you want to love you, love you" - citing Warren Buffett's wisdomPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Savannah Buffett is bringing her Daydreamin' Radio Hour back to Radio Margaritaville and joined Ryan and Patrick to talk all about it.Listen now on SiriusXM!

Mercati verso chiusura del mese; L'allarme del Buffett indicator; Fed, il dato critico sul lavoro americano; In arrivo l'inflazione europea; Milano: la Fashion Week saluta Armani, a Piazza Affari focus su Cucinelli. Puntata a cura di Adolfo Valente - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza la situación en el mercado estadounidense, donde destacan los nuevos aranceles de Trump, la tercera caída consecutiva en la sesión bursátil y el indicador Buffet. El presidente de Estados Unidos, Donald Trump, informó este jueves que a partir del 1 de octubre entrarán en vigor nuevos aranceles: los medicamentos farmacéuticos y otros productos estarán sujetos a un impuesto del 100 %. Entre los nuevos aranceles también se incluyen un 50 % para gabinetes de cocina y tocadores de baño, un 30 % para muebles tapizados y un 25 % para camiones pesados. “Yo no daría demasiada importancia a estos aranceles”, asegura el invitado. Llevamos tres días consecutivos con caídas en las Bolsas de Estados Unidos. El analista apunta que “exageramos porque claro, mirando los máximos que hacíamos este martes, es como que nos hemos vuelto un poco locos, puesto que estamos prácticamente en máximos”. Eso sí, el 'indicador Buffett' alcanza un histórico 230% del PIB de EEUU y emite preocupantes señales de burbuja. El experto apunta que “hay que tener perspectiva y mirar lo que van a ser los próximos 10 años donde las valoraciones, tal y como están ahora, debería corregir el mercado”. En cuanto a resultados destaca Costco, que cae casi un punto en after hours a pesar de presentar unos resultados que superan estimaciones. La compañía consigue un beneficio por acción de 5,87 dólares, seis centavos más de lo que dictaban las previsiones. Sus ingresos alcanzan los 86.160 millones de dólares, 100 millones más de lo que preveía el mercado. Esto se sustenta en la mejora de las ventas y en el aumento de miembros afiliados. “Realmente los resultados han sido buenos. Batía los estimados, pero cayó un uno en el mercado de cierre”, apunta el country manager en Iberia de Leverage Shares.

Starinvestor Warren Buffett hielt jahrelang Aktien des chinesischen E-Autobauers. Warum er jetzt aussteigt, erklären Rüdiger und Robert.Erwähnte Titel: BYD, Tesla, Stellantis, Porsche, VW, Telekom Austria, Redcare Pharmacy, Renk Group, Bilfinger, Thor, Alibaba, MicronDieser Podcast wird unterstützt von Raiffeisenfonds, einer Marke der Raiffeisen Kapitalanlage GmbH. Wir sind einer der größten Fondsmanager Österreichs und feiern heuer unser 40-jähriges Jubiläum: Vier Jahrzehnte Erfahrung und Expertise im Fondsmanagement. Vom Sparen zum Investieren: Mit unseren Fonds eröffnen sich neue Möglichkeiten für Ihre Finanzen. Schon ab 50 Euro monatlich können Sie auch digital abschließbar in Fonds von Raiffeisen investieren. Nutzen Sie unsere bewährten Strategien und fundiertes Wissen, um Ihre finanziellen Ziele zu erreichen.Bitte beachten Sie dabei, dass Investitionen in Fonds mit höheren Risiken verbunden sind, die auch zu Kapitalverlusten führen können. Raiffeisenfonds bieten eine breite Palette an Anlagemöglichkeiten, die von eher sicherheitsorientiert bis chancenorientiert reichen. Mehr dazu unter http://raiffeisenfonds.at/fondsfinderAlle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.

In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those experiences shaped his current investment philosophy. We dive deep into the concepts of low marginal cost, profitable growth, digital toll booths, and the transformative impact of AI. John also discusses his approach to valuation, position sizing, and why he believes large-cap growth and technology will continue to lead in the years ahead.Main topics covered:John's path from personal investing to launching an ETFLessons learned from early stock picks and market-making experienceThe power of low marginal cost businesses and long-term compoundingHow AI is reshaping software development, innovation, and profitabilityThe importance of revenue and earnings growth in stock selectionDigital toll booths as the future of software business modelsDifferences between profitable vs. unprofitable growth companiesWhy technology leadership today differs from the dot-com eraThe role of sectors, valuation, and position sizing in portfolio constructionJohn's views on growth vs. value, large-cap vs. small-cap, and future innovation trendsTimestamps:00:00 The riskiest thing in investing02:00 John's background and early investing journey05:00 Lessons from Apple, Boeing, Visa, and Potash10:00 Insights from agriculture and value investing12:00 AI's impact on software development and innovation16:00 Sectors, classifications, and thematic approaches18:00 Comparing AI disruption to past bubbles21:00 Profitability in today's tech companies22:00 Will the top companies stay dominant?26:00 Large-cap vs. small-cap technology investing28:00 Growth vs. value in today's market30:00 Demographics, Buffett's lessons, and sector shifts34:00 Value vs. software companies35:00 Digital toll booths explained37:00 Growth sustainability and digital infrastructure40:00 Semiconductor cycles and long-term demand44:00 Screening for growth and low marginal cost47:00 Sell discipline and valuation checks49:00 Position sizing and portfolio management51:00 ETF tax benefits and structure53:00 Where AOTG fits in portfolios54:00 One belief peers disagree with56:00 One lesson for the average investor57:00 Closing thoughts and outro

David Senra is the host of the Founders podcast. For the past nine years, David has intensely studied the life and work of hundreds of history's greatest entrepreneurs. His new podcast, David Senra, showcases conversations with the best-of-the-best living founders and extreme winners.This episode is brought to you by:Cresset family office services for CEOs, founders, and entrepreneursOur Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”AG1 all-in-one nutritional supplementTimestamps:[00:00:00] Who is David Senra?[00:01:11] Brad Jacobs: Roll-up king and positive-driven billionaire founder.[00:02:26] Rare positive archetypes: Ed Thorp, Sol Price, Brunello Cucinelli.[00:06:04] Michael Dell as another exception; fear of failure and motivation.[00:06:47] Negative self-talk, excellence, and its ripple effects.[00:08:26] Jensen Huang story: “Why do you suck so much?”[00:08:54] Inspiration from Dan Carlin's Hardcore History.[00:10:00] Derek Sivers: unconventional, philosophical entrepreneur.[00:11:04] Learning equals behavior change, not memorization.[00:11:48] Jeremy Giffon insight: biographies as substitute mentors.[00:12:37] Reading biographies as one-sided conversations.[00:13:16] The chain of influence.[00:14:09] Podcasting as “relationships at scale.”[00:14:28] Coping with trauma and breaking cycles.[00:20:18] Note-taking process: books, Post-its, ruler, Readwise.[00:29:27] OCD tendencies and love of doing things the hard way.[00:31:04] Comparing our reading/re-reading workflows.[00:35:04] A family falling out and the randomness of student housing.[00:38:58] David's introduction to my work during his MySpace-era college years.[00:40:07] Podcasting influences: Jocko Willink, Kevin Rose's Elon Musk interview.[00:44:14] Five-and-a-half years of obscurity before breakthrough.[00:46:50] Graphtreon and experiments with subscription models.[00:49:25] Patrick O'Shaughnessy's endorsement sparks growth.[00:51:23] Sam Hinkie and Patrick connections fuel momentum.[00:52:19] Transition to ads and joining Patrick's network.[00:55:17] Edwin Land: patron saint of founders and Steve Jobs' influence.[00:57:02] Lessons from Sam Zell, Jay Pritzker, and William Zeckendorf.[00:58:48] Need a generous, well-connected person? You can't go wrong with Rick Gerson.[01:03:04] Edwin Land's philosophies: Differentiation and doing to excess.[01:04:30] Entrepreneurial archetypes and conflicting advice.[01:06:00] Daniel Ek as an alternative founder archetype and mentor.[01:10:59] Further founder archetypes and contrasts.[01:13:41] What is an anti-business billionaire?[01:19:55] Advice from “shark” Michael Ovitz about the value of truth in one's inner circle.[01:22:30] The hands-on approach of practical founders who live for the love of their business.[01:23:28] Doing one thing relentlessly.[01:23:51] “This can't be my life” as a powerful motivator.[01:26:57] Low introspection as a common trait among founders — and its implications about human nature.[01:30:15] Robert Caro: The only writer David believes should be allowed to write thousand-page biographies.[01:32:40] James Dyson's persistence vs. the risk of blind stubbornness.[01:34:22] Todd Graves (Raising Cane's) as an example of relentless focus on one idea.[01:35:41] Separating fact from fiction in biographies/histories.[01:41:55] Considering trainable vs. non-trainable attributes in potential role models.[01:46:11] Perusing Charlie Munger's library.[01:49:35] Dealmaking lessons on Eddie Lampert's superyacht.[01:55:34] The smartest person David knows.[01:56:55] David's obsessive craftsman approach to podcast creation.[01:58:51] Why David decided to begin a second podcast.[02:01:21] The economics of trust.[02:03:40] The benefits of cultivating a purposeful aloofness about current events.[02:07:11] Using the pulpit of publicity for good, not evil.[02:09:57] New show frequency/dynamic and how David plans to balance the burden of running two shows.[02:13:30] Teamwork with essence of turtle.[02:15:40] Adapting the Rockefeller “secret allies” strategy to podcasting.[02:17:56] Chris Hutchins: The mad scientist of podcasting?[02:18:30] Working with Rob Mohr and Andrew Huberman of SciComm.[02:20:54] Why David focuses on 24-hour cycles over long-term planning.[02:24:54] Does David worry the extra workload will disrupt his lifestyle?[02:30:18] What makes one potential guest more interesting to David than another?[02:34:34] Making an impact vs. happiness.[02:36:32] Playing the status game when your heart's not in it is for suckers.[02:44:23] Travel observations and the rarity of truly unique experiences.[02:46:26] Books as philosophical operating systems.[02:48:39] Parting thoughts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Casey explores the true power of compounding — how time, trust, and disciplined habits create outcomes far greater than the sum of their parts. He shares how two decades of relationship equity, balance sheet building, and pattern recognition came together in a real estate transaction that turned an empty Class A office into a 12 year cash-flowing asset while unlocking $25M in equity.He reframes compounding beyond money into skills, reputation, and momentum. Drawing on Tony Robbins' framework of recognizing, utilizing, and creating patterns, Casey shows how consistent daily inputs set the stage for exponential results when opportunity arises.For high performers, he offers a practical system: a morning routine of cold plunge, sauna, prayer, breathwork, and 100 daily burpees, followed by three focusing questions — Who am I, What are my biggest opportunities, and What fires me up. The lesson is clear: small, intentional actions compound into extraordinary advantages over time.Learn how to expand compounding beyond finance into habits, reputation, and opportunity design. See the real estate case study step-by-step: buying a $42M building for $15M, securing a long-term tenant, financing in a brutal office market, and returning 100% of investor principal in nine months. Steal Casey's daily system (cold plunge, sauna, prayer/meditation, breathwork, 100 burpees, and three focusing questions) to build compounding advantages in your own life. Apply Tony Robbins' pattern recognition/utilization/creation and Gladwell's 10,000 hours to accelerate mastery. Chapters00:00 | Why compounding changes everything 00:39 | Einstein's “eighth wonder” & mental blind spots 01:37 | Buffett's late-stage wealth and time in market 02:39 | Patterns: recognize, use, then create 03:28 | 10,000 hours = compounding expertise 03:59 | Case study setup: the Vivint building 05:23 | From $42M REIT sale to vacant office 06:12 | Buy at $15M, appraise at $40M with lease 06:50 | One signature, $25M in equity 09:05 | Financing an office deal in a tough market 10:49 | Balance-sheet compounding & closing terms 12:00 | Returning 100% of investor principal in 9 months 13:19 | Tax strategy: cost segregation bonus 14:58 | Daily habits that compound results 16:07 | Priming: gratitude, love, and vivid goals 17:34 | Three questions: Who am I? Opportunities? What fires me up? 20:16 | Viktor Frankl, vision, and a compelling future 22:33 | 100 daily burpees & stacking wins 23:33 | The 1% rule: tiny actions → exponential returns Hosted on Acast. See acast.com/privacy for more information.

Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet.Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process.Tune in to hear which company was Warren Buffett's latest big win.That's not all we're covering in another big episode of Equity Mates:Super September continues as we unpack the government schemes to boost your SuperSam Gordon joins to talk all things rent-vesting and how to get into property on any budgetFind out more about Sam Gordon and Australian Property Scout on their website.Australia Property Scout Summit Tickets Available here—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Shoot us a Text.Episode #1153: Carvana expands its dealership experiment in Dallas, Berkshire Hathaway closes the books on its massive BYD bet, and Amazon steps up its AI game with a chat assistant for advertisers.Show Notes with links:Carvana is making another big move into franchised new-car sales, and this time it's happening in Dallas. The company has agreed to acquire Park Cities Chrysler-Dodge-Jeep-Ram-Fiat, marking its second foray into the world of traditional dealerships.This is Carvana's second franchised dealership after buying Jerry Seiner CDJR in Casa Grande, Arizona, earlier this year.Wood Motor Co. owner Chip Johnson, who sold the Dallas store, said it was simply the right time to sell and Carvana's offer made sense for the future of the dealershipThe deal reflects Carvana's ongoing experiment in blending its digital-first model with the in-person dealership experience.A Carvana spokesperson said: “We are in the very early days of testing as a franchise dealer… and we look forward to continuing to learn as we focus on delivering exceptional customer experiences.”Warren Buffett and Berkshire Hathaway have officially cashed out of their wildly successful bet on Chinese EV maker BYD. After holding the stock for 17 years, Berkshire confirmed it no longer owns a single share.This is the end of a $230 million investment made in 2008 at Charlie Munger's urging, which grew to nearly $9 billion at its peak.BYD shares skyrocketed about 3,890% during Berkshire's ownership, making it one of the firm's most lucrative EV-related plays.Buffett hasn't given a detailed reason for the exit but has voiced concern about geopolitical risks tied to China and Taiwan.On BYD, Buffett told CNBC: “It's an extraordinary company run by an extraordinary person, but I think that we'll find things to do with the money that I'll feel better about.”Amazon is stepping deeper into AI for marketers, rolling out a conversational chat assistant designed to act as a “creative partner” for brands advertising on its platform.The tool lives inside Amazon's Creative Studio and is launching in beta at no cost to advertisers.This is Amazon's first conversational AI ad assistant, built to help with research, brainstorming, storyboarding, and producing display and video ads.The assistant uses Amazon's massive shopper data and Bedrock foundation models like Nova and Anthropic Claude to give marketers campaign-ready assets.It's being pitched as a way to level the playing field, especially for smaller brands without big agency budgets.Amazon's VP Jay Richman said: “This is about more than speed — it's about giving every advertiser and agency access to the kind of strategic, high-quality creative support that once only large brands could afford.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Die ganze Analyse zu Scout24 und der Autoaktien-Welt gibt's in unserem neuen Podcast. Eigentlich hinter PayWall, weil wir dort jede Woche neue, tiefgehende Inhalte produzieren. Aber hier könnt ihr einen Monat kostenlos testen: https://herohero.co/oaws/invites/VTXFVYNWBH. Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Roche hat Abnehmspritze. Pfizer kauft Metsera. Compass kauft Anywhere. Oracle programmiert TikTok. Kenvue und Indiens IT fallen. Samsung kriegt NVIDIA-Go. NVIDIA investiert in OpenAI. Buffett verkauft BYD. Porsche (WKN: PAG911) macht eine Kehrtwende bei Verbrennern. Ist das die richtige Entscheidung? Der Auto-Analyst Jürgen Pieper ist davon überzeugt. Fondsmanager Felix Gode ist bullish bei Scout24 (WKN: A12DM8) und teilt seine Wachstums- und Margenprognosen. Diesen Podcast vom 23.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Buffett cashes out, markets rally, and anime slays Hollywood! Asia-Pacific markets surge as Berkshire Hathaway ends its legendary 17-year run with BYD. SGX launches two mid-cap indices spotlighting names like CapitaLand Ascott Trust, ComfortDelGro, and Sheng Siong. In the U.S., Seagate and Micron ride the AI wave as “boring tech” takes center stage. RTX battles cyberattacks, Singtel’s Optus faces scrutiny, and Demon Slayer conquers the box office. Hosted by Michelle Martin with Ryan Huang, uncover the week’s market movers and money-making trends shaping global portfolios.See omnystudio.com/listener for privacy information.

Daniel Mahncke and Shawn O'Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that's grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 06:15 - How Buffett took over Berkshire Hathaway 12:20 - How Buffett turned Berkshire Hathaway into an investment vehicle 20:22 - Why Buffett loves insurance businesses 26:22 - Why Buffett chose to invest in the energy business 47:51 - How Berkshire's manufacturing business is set up 57:16 - What Buffett's retirement will mean for Berkshire 01:00:08 - Whether Berkshire is attractively valued at its current levels 01:13:08 - Whether Shawn & Daniel add BRK to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ A Biography of Buffett: The Snowball. Semper Augustus Investment Letters. Warren Buffett Shareholder Letters. Adam Mead website. The Story of Berkshire Hathaway w/ Jacob McDonough. Berkshire Hathaway Discussion w/ Stig Brodersen and Chris Bloomstran. Clay and Kyle reflecting on the Berkshire Annual Meeting 2025. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Moncler,⁠ ⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠Harvest Right⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On today's episode, Clay brings back David Gardner to discuss his new book, Rule Breaker Investing. Throughout David's investing career, he seemed to have taken all of Buffett's rules to investing and thrown them out the window. In this episode, he shares his unique rule-breaking framework, providing you with the guidance and the gumption to win at investing by finding and owning the best companies of the future. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:50 - Why David decided to ignore Buffett's value investing principles and discover his own way to invest. 08:21 - Why he decided to break Buffett's number one rule of investing. 11:01 - The story of David's early investment in AOL, which rose by over 150x. 21:04 - Why David neglects the phrase, “long-term investor.” 28:36 - The six traits of rule breaker stocks and the six habits of the rule breaker investor. 40:11 - Why David prefers to buy stocks that professional commenters say are overvalued. 49:46 - Why the best companies are so good they almost seem to be cheating and don't play by traditional rules. 01:00:42 - What conscious capitalism is and how it enables all parties in business to win. 01:27:49 - His Rule Breaker stock picks for 2025. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. David Gardner's book: Rule Breaker Investing. David's company: The Motley Fool. Matt Ridley's book: The Rational Optimist. John Macket's book: Conscious Capitalism. Related Episode: TIP385: Breaking the Rules w/ David Gardner. Follow David on ⁠LinkedIn⁠ & ⁠X⁠. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: Simple Mining⁠ ⁠HardBlock⁠ ⁠AnchorWatch⁠ ⁠Human Rights Foundation⁠ ⁠Linkedin Talent Solutions⁠ ⁠Vanta⁠ ⁠Unchained⁠ ⁠Onramp⁠ ⁠Netsuite⁠ ⁠Shopify⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Ahoy, Parrotheads! Hoist the sails this Friday at 5:00 PM ET and join us for Buffett in the Radio on Radio A1A! This week we're embarking on a storytelling cruise, exploring one of the best writing tools around: The 5 W's—Who, What, Where, When, and Why. Naturally, we're doing it Buffett style—with island beats that keep your toes tapping and your imagination drifting to sun-soaked shores. Tune In Live: RadioA1A.com – Streaming 24/7 with the finest independent singer-songwriters Or catch the replay anytime on your favorite podcast platform Grab a margarita, tag your crew, and let's drift away together on a wave of music and stories. Radio A1A – Music for the Road to Paradise. Support this show http://supporter.acast.com/a1a-media-network. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Revolutionizing Your Journey podcast, host DeAndre Coke takes a unique approach by exploring the life lessons of Warren Buffett and how his timeless financial wisdom can be applied to the world of travel, points, and miles. DeAndre connects Buffett's investment philosophy to smart travel strategies, showing how travelers can protect the value of their points, prioritize meaningful experiences, and seize opportunities when they arise. The episode highlights the importance of independent thinking in the points game, staying level-headed when planning trips, and resisting the temptation to chase every new trend. As part one of a two-part series, this episode lays the foundation for revolutionizing the way listeners approach their travel and financial decisions, ensuring they get maximum value from every redemption and trip.Key Highlights:Buffett in Travel: Warren Buffett's principles provide powerful lessons for managing points and miles.Rule #1: Never lose money—protect the value of your points.Price vs. Value: Focus on meaningful experiences rather than just cost savings.Opportunities Matter: Seize travel deals and bonuses when they arise.Think Independently: Don't chase every new trend; stick to your strategy.Temperament Counts: Stay calm, patient, and strategic in travel planning.Resources:Book a Free 30 minute points & miles consultationStart here to learn how to unlock nearly free travelSign up for our newsletter!BoldlyGo Travel With Points & Miles Facebook GroupInterested in Financial Planning?Truicity Wealth ManagementSome of Our Favorite Tools For Elevating Your Points & Miles Game:Note: Contains affiliate/sponsored linksCard Pointers (Saves the average user $750 per year)Zil Money (For Payroll on Credit Card)Travel FreelyPoint.meFlightConnections.comThrifty Traveler PremiumLTH Online Points & Miles In Depth Course: Use coupon code "BOLDYGO" for a 50% discount!Connect with DeAndre & Taryn: Instagram: BoldlyGo.worldTikTok: BoldlyGo.world

Some stocks are flashy. GTT isn't one of them. In today's podcast, Theodora Lee Joseph explains how this little-known French engineering firm quietly dominates a vital part of the global LNG industry - and why its monopoly-like economics, fat margins, and steady dividends could make it a Buffett-worthy compounder.Try Finimize ProSponsored by Tradu.

Buffett's advice to a teenager in 2004 still holds the key to winning in 2025. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedge fund manager of his generation.” In our opinion, the magic of Lone Pine resides in the principles that form its foundation and the people that animate its culture. But to understand the organization, you really need to first understand its master builder, a man of unusual integrity whose reputation across every dimension of his life and at every chapter of his life is so consistent and compelling when it comes to investing. Steve has an infectious Buffett-like love for the craft, and he's someone who seems more rooted in an orientation of service than any investor we've ever met. And one of the great paradoxes of this story is that from day one, Steve deliberately architected Lone Pine so that it would always be about more than just him. Beyond Lone Pine, we also discuss the value of having heroes and mentors, how relationships can enrich an education and a career, the art of doing great research, and what is important when investing in periods of accelerated change. John Gardner once said, “There are men and women who make the world better just by being the kind of people they are.” It's truly an honor to bring this conversation to you with one of those kinds of people. Please enjoy class with the one and only Steve Mandel. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick  | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to the Joys of Compounding (00:02:15) The Evolution and Principles of Lone Pine Capital (00:05:15) Steve's Early Life and Influences (00:06:45) The Dartmouth Experience and Liberal Arts Education (00:09:07) Harvard Business School and Early Career Lessons (00:12:58) Mentorship and Learning from Industry Giants (00:17:28) Founding Lone Pine Capital: Vision and Business Plan (00:29:20) The Importance of Duration and Flexibility in Investing (00:37:57) Early Days of Lone Pine: Building a Lasting Culture (00:42:56) Retaining Talent: Key Factors (00:43:34) Evolving Leadership and Team Development (00:44:38) Portfolio Management Evolution (00:47:05) Cross-Functional Growth and Development (00:48:09) The Role of Analysts and Portfolio Managers (00:50:39) Adapting to Market Changes and Technology (00:54:04) Investment Strategies and Firm Philosophy (00:57:43) Challenges and Future Directions (01:08:45) Valuation and Investment Decisions (01:11:17) Mentorship and Analyst Development (01:20:07) Future Outlook

Remember Craig from our viral SCHD interview?Well, he's back with some eye-opening updates! His SCHD portfolio has grown from $96,000 to over $212,000 in just two years, and he's sharing exactly what he's learned along the way. In this conversation, Craig breaks down why most people misunderstand SCHD, explains his position sizing strategy, and gives us a reality check on what returns we should really expect from SCHD. Plus, he answers six questions from social media about covered call ETFs and long-term SCHD strategy. If you're investing in SCHD or thinking about it, this is the honest perspective you need to hear - no hype, just real talk from someone who's actually building serious wealth with dividend growth investing through SCHD.Optimal Portfolio Mix at Every Age PostCheck out my portfolio on

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Mehr tiefgehende Analysen von uns? Gibt's auf unserer Deep-Dive-Plattform. Könnt ihr hier einen Monat kostenlos testen: https://herohero.co/oaws/invites/RZJXWTIYRE. Das Real-Life Succession ums Medienimperium von Murdoch inkl. Fox & News Corp. ist zu Ende. Apples Präsi enttäuscht genau wie BMW. Tourmaline Bio, Wolfspeed, UnitedHealth & Nebius steigen. Anglo American & Teck Resources fusionieren. Oracle liefert. Der japanische Premierminister tritt zurück. Was bedeutet das für die Aktien & wieso kauft Buffett trotzdem? Wir klären auf & sprechen über KDDI (WKN: 887603), Horiba (WKN: 864348) Itochu (WKN:855471) & hedged ETFs wie dem von MSCI Japan (WKN: A1C5E6). Diesen Podcast vom 10.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

When Warren Buffett makes a move, investors take notice. He just poured nearly $1 billion into homebuilders Lennar and D.R. Horton—despite a sluggish housing market. In this episode, Ron Phillips breaks down Buffett's bet, why real estate fundamentals still point upward, and what most people get wrong about interest rates and mortgages. If you're waiting on the sidelines or already investing, this episode shows why Buffett's strategy matters for you. WHAT YOU'LL LEARN FROM THIS EPISODE   Reasons why Warren Buffett invested heavily in Lennar and D.R. Horton despite a sluggish housing market How long-term supply and demand dynamics make residential real estate a solid bet The critical role of land banking in positioning builders for rapid growth Why Fed rate cuts and mortgage rates aren't the same thing and why waiting for the Fed may be a mistake What Buffett's strategy signals for investors who are debating whether to act now or hold cash RESOURCES MENTIONED IN THIS EPISODE DR Horton Lennar  Jerome Powell CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter  

My guest on the show today is Iggy, better known as Iggy on Investing, a deep value investor and blogger. In this episode, Iggy shares how the COVID-19 lockdown gave him the time to dive into investing, turning inspiration from Buffett and Graham into a disciplined deep value strategy focused on small, illiquid companies trading at substantial discounts to book value. We discuss his “Young Buffett”–style approach—seeking firms at 0.3× to 0.5× book with strong ROIC and catalysts, especially in overlooked European markets—as well as the role his blog plays in clarifying his thinking, building conviction, and holding through long, boring periods. Iggy also walks us through hard-learned lessons—from the importance of staying within your circle of competence and scrutinizing corporate governance, to navigating shareholder activism via a “stag hunt” scenario. And he shares how he's building investor community in Europe, including hosting his 2nd Annual Benelux Investor Event on Saturday, September 27. For more information about Iggy on Investing and to attend his upcoming event, please visit: https://iggyoninvesting.substack.com/   You can follow Iggy on Investing on Twitter/X: https://x.com/iggyoninvesting Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC). In this episode: Why the Powerball is the world's biggest scam [0:58] Are we in for another terrible September for the market? [5:47] The Fed's big dilemma [8:06] We're in a ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will the momentum continue? [17:26] The real winner of Google's antitrust case [19:38] Why Big Money investors are pouring billions into Anthropic [29:29] Don't listen to Buffett about the Kraft Heinz breakup [47:22] A lesson on entertainment from college football's Lee Corso [59:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Wall Street veteran Jim Welsh of MacroTides joins Kerry Lutz to break down why the markets are approaching a secular bear market and why most investors won't be ready. Jim takes a critical look at the flaws in the Bureau of Labor Statistics' employment data, exposing how reliance on outdated models has led to inflated job numbers and misleading headlines. He also explains why revisions matter more than initial reports when gauging the real economy. From GDP distortions to speculative excess in options trading, Jim lays out the warning signs of deeper trouble ahead. Drawing on Warren Buffett's $347 billion cash position, he highlights why even seasoned investors are bracing for turbulence. The discussion also explores weakening consumer trends, challenges in commercial real estate, and why gold, silver, and long-term treasury yields are shaping up to be key indicators for what's next. Find Jim here: https://www.macrotides.com/ Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives on fiscal largesse, inflation, passive flows, energy markets, U.S. exceptionalism, and the timeless lessons of Buffett and Munger. His insights bridge economic history with today's market realities, giving investors a framework to think about risk, capital allocation, and opportunity costs.Deficits, monetary policy, and why recessions are hard to find todayInflation dynamics and lessons from the 1960s and 1970sThe U.S. government's role in markets (Intel stake, big government policies)American exceptionalism vs. global capital allocation improvementsEarnings quality and the divergence between accounting and economic profitsPassive investing flows, weak competition, and investor behaviorEnergy investing: from fracking bust to efficiency and capital disciplineComparing the AI boom with past manias and capital cyclesSmead Capital's investment process and evaluating “wonderful companies”Buffett, Munger, and the lessons of asset-light vs. capital-intensive businessesClosing insights: why returns on capital matter more than EPS or revenue00:00 – Opening quote and fiscal deficits02:00 – Debt, inflation, and recession risks08:50 – Government stake in Intel & big government era12:15 – U.S. exceptionalism and arrogance17:30 – Earnings quality erosion in U.S. businesses24:00 – Passive flows and human behavior27:30 – Opportunities in energy investing34:00 – Energy buildout vs. AI boom38:00 – Smead Capital's investment process44:00 – Lessons from Buffett and Munger51:00 – Standard closing question

Find me on Substack: https://bogumilbaranowski.substack.com/Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniquely advocates that every employee—not just executives—should understand how their daily decisions impact capital allocation and long-term value creation.3:00 - Childhood influence: Depression-era grandmother shaped Kevin's views on hard work, discipline, and saving money through close relationship and shared activities6:00 - Career origin story: 1999 discovery of "Rich Dad, Poor Dad" led to Peter Lynch's "One Up on Wall Street" - describes it as "getting hit by lightning," sparking lifelong investing passion9:00 - Teaching philosophy: Drops real 10Ks on students' desks, believes in learning by doing rather than textbooks - "if you want to learn how to hit a curveball, you have to step in the batter's box"12:00 - Personal finance reality check: Most people don't budget despite it being "second, third grade math" - grandmother's "got cable?" test for true money problems15:00 - Capital allocation breakthrough: 2022 Vegas flight rereading Buffett letters when everything "clicked" - realized employees need training on how their roles impact CEO decisions18:00 - Defense contractor story: 71 years of collective family experience, never understood job's true financial impact until Kevin's training21:00 - Common misconception: Analysts focus only on dividends, debt paydown, buybacks - "it doesn't start there, it starts with revenue"25:00 - Concentration philosophy: Charlie Munger's "three investments in your lifetime" - finding businesses that can reinvest at high rates indefinitely30:00 - Financial statement analysis: Shocking number of investors not making proper adjustments for leases, pensions, stock-based compensation35:00 - Stock-based compensation deep dive: Spent three years figuring out what Buffett/Munger meant by "true cost" - most CFOs don't understand until receiving it themselves40:00 - Double-hit problem: Stock-based comp hits earnings twice (expense + dilution) while actual cash impact appears in financing, not operations45:00 - Tech sector impact: Free cash flow can be 30-40% lower than reported due to improper stock-based comp accounting50:00 - Cultural change requirement: Capital allocation mindset shifts take years, require constant reinforcement like diet changes55:00 - Employee education gap: HR can't explain stock plans due to licensing restrictions, employees receive lawyer-written documents they can't understand60:00 - Success definition: Making people better investors or employees who understand their financial impact - "help them understand the why"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Three years' worth of interviews with Chris Mayer, which Bogumil and Matt recorded, condensed into a one-hour BONUS episode. The episode originally aired on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer's philosophy will challenge and inspire you.

*Want the 7 books that transformed Sam's thinking this year? Get his list + reading strategy: https://clickhubspot.com/ekb Episode 740: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Robert Greene ( https://x.com/RobertGreene ) about the most important ideas from his books and how to apply them today. — Show Notes: (0:00) Intro (00:48) Why specialists beat generalists (1:42) Your brain needs deep work (3:03) 300 books read for every 1 book written (14:58) Clues from childhood (21:27) Buffett's Inner Scorecard (23:16) The Power of Silence and Mystery (30:35) Find your purpose (31:02) Authenticity Is Overrated (34:31) Boldness attracts. Timidness repels (41:08) Who's Playing the Power Game Well Today (52:52) Turning a disaster into attention. (56:19) Breaking Through at 37 — Links: • The 48 Laws of Power - https://tinyurl.com/4ahkxzfj • The 33 Strategies of War - https://tinyurl.com/57vp9khn • The Art of Seduction - https://tinyurl.com/424mbtux • The 50th Law - https://tinyurl.com/zcte6826 • Mastery - https://tinyurl.com/3ch5ah8y • The Daily Laws - https://tinyurl.com/3n8pjv3t — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Alger article: https://www.alger.com/Pages/Content.aspx?pageLabel=Insights-Loss-Illusion-Rethinking-Small-Cap-Quality-In-The-Intangible-EraPaper at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4800818See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Whit Huguley is the founder and portfolio manager of River Oaks Capital, a concentrated microcap investment fund who applies rigorous private equity-style due diligence to overlooked public companies by personally visiting management teams across America.EPISODE NOTES3:00 - Whit's background: From LSU graduate to startup employee to MBA at Tulane, discovering value investing through Ben Graham's "The Intelligent Investor"6:00 - Career pivot: Five years in the entrepreneurial world, then private equity at AGR buying 30-49% stakes in family businesses9:00 - Key insight: First company visit revelation - "$100 million market cap company, no investors had visited in 5-10 years"12:00 - The Buffett parallel: Early investing approach of traveling to meet management, waiting in lobbies, attending sparsely attended annual meetings15:00 - A+ CEO discovery: Meeting Dayton Judd changed everything - "spoke to me business owner to business owner"18:00 - Level 5 leadership quote: "Personal humility and professional will, prioritizing company needs over personal gain"21:00 - Why companies stay public: Most went public pre-2008, now costs $1-2M annually to maintain public status24:00 - Microcap definition: Portfolio ranges from $30M to $600M market cap, average $250M29:00 - "Remote island" strategy: Not traditional moats, but obscure markets too small for Amazon to bother conquering36:00 - Suggestivist approach: "Your company trades at 5x earnings while you're buying acquisitions at 10x - why not buy your own stock?"42:00 - Three-rule selling framework: Misjudged management, hard left turn in strategy, or extreme overvaluation49:00 - Capacity constraints: Fund growth helps with influence but hurts at scale - "protecting Thanksgiving dinner investors"53:00 - Uplisting catalyst: Moving from over-the-counter to NASDAQ opens institutional investor access, FitLife up 50% post-uplisting58:00 - Counterintuitive lessons: Price drops often mean higher future returns, A+ CEOs are worth premium compensationPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Warren Buffett's Berkshire Hathaway just invested nearly $1 billion in homebuilders Lennar and D.R. Horton. Kathy Fettke unpacks why Buffett is doubling down on housing, what it signals for supply, demand, and policy, and what investors should watch as the market heats up. LINKS: JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.housingwire.com/articles/berkshire-hathaways-warren-buffett-bets-big-on-homebuilders/

This lively episode of Talking Real Money features trivia-packed investing fun, smart listener questions, and sharp commentary from Don and Tom. They dive into a Wall Street Journal quiz on investing genius, exploring surprising historical returns and market myths. Listener calls span a range of financial planning topics—from special needs trusts and Roth IRAs for kids to emergency fund placement and ETF selection. 0:04 Don and Tom banter about working weekends and boomers in the office 1:55 Wall Street Journal quiz: Are you a stock market genius? 3:20 Which stock created the most wealth in 100 years? (Hint: it wasn't Apple) 4:19 Why Altria (Philip Morris) beat the rest 5:31 Berkshire Hathaway drops 99%—would Buffett still beat the market? 6:37 Show mission: make investing simple, not complex 8:28 Caller Valerie: Investing for a daughter with disabilities using Vanguard ETFs 10:24 Portfolio review and discussion of special needs trusts 11:20 Structuring brokerage accounts with trust beneficiaries 13:31 Caller Steve: Roth IRAs for sons, target date vs. all-equity funds 14:36 Tom critiques Schwab's target date funds—Vanguard preferred 16:20 Future value of $10K over 50 years at 10%—retirement math 17:20 Caller Sam: Can he gift stock into a Roth IRA? (Spoiler: No, but workarounds exist) 18:59 Economist “Felicity Foresight” exercise—guess the ending balance after 100 years of perfect timing 20:34 The shocking power of compound returns: $10 quintillion 22:15 Geography jokes, the U.S. “Middle East,” and why cruises go to Juneau 23:39 Written Question (Bruce): Keeping emergency funds in a Schwab money market fund 25:10 Online bank trust vs. FDIC insurance—why it's safe 27:51 Don calls Tom a “premature curmudgeon” 28:30 Caller West: Should he add SGOV to his BND bond portfolio? 29:52 BND vs SGOV explained—behavior during rate changes 30:37 Back to WSJ quiz: investing trivia and early company names 31:31 Bezos almost named Amazon “Kadabra”; Google was almost “Backrub” 33:20 What's a googol? And why Google isn't even the biggest number 34:48 Shoeshine story: how Joe Kennedy dodged the ‘29 crash 36:39 Caller Diana: Investing for four grandkids—gold coins vs stocks 38:41 Why diversified ETFs beat Boeing stock or gold coins Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” which lays out the principles that made Buffett the greatest investor of all. Here, Robert shares life-changing lessons he learned from Buffett & two other icons: Charlie Munger & Bill Miller. He also explains why a focused, low-turnover portfolio is a brilliant but difficult strategy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:39 - How Robert Hagstrom became a multidisciplinary thinker. 08:09 - How to think better & invest better by tuning out the noise. 26:01 - What mistake Warren Buffett made most frequently. 35:30 - Why AI falls short when it comes to investment decisions. 35:30 - Why Nvidia is Robert's biggest holding. 01:04:49 - How Miller endured & recovered from a devastating mistake. 01:14:43 - What insights led Bill Miller to make billions in Amazon & Bitcoin. 01:32:04 - Why it's smart but really hard to own a concentrated portfolio. 01:34:29 - Why Robert views Modern Portfolio Theory with disdain. 01:42:23 - What advice Robert received from investing giant Bill Ruane. 01:48:06 - Why you should be deeply wary of investing in private equity. 02:04:04 - What life lesson Robert has learned from Buffett. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠here⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Robert Hagstrom's investment firm, Equity Compass Investment Management. Robert Hagstrom's books: The Warren Buffett Way, The Warren Buffett Portfolio, Investing: The Last Liberal Art. Mortimer Adler's How to Read a Book. Louis Menand's The Metaphysical Club. William Green's podcast interview with Bill Miller. William Green's podcast interview with Bill Nygren. William Green's book, “Richer, Wiser, Happier” – ⁠⁠read the reviews of this book⁠⁠. Follow William Green on ⁠⁠⁠⁠X⁠⁠⁠⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠here⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠. SPONSORSSupport our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! ⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episode 644: Neal and Toby sit down with Brian McCullough, the host of Morning Brew's tech-focused show, Tech Brew Ride Home, to dive into OpenAI's all-new powerful GPT-5 AI model. Then, a new CDC study reveals that more than half of Americans rely heavily on ultraprocessed foods in our diet. Meanwhile, parent company of Tinger and Hinge posts strong earnings and is doing all they can to lure back Gen Z daters. And, as Warren Buffett plans to step down as the leader of Berkshire Hathaway, investors are worried the ‘Buffett Premium' is good and gone too.  LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Listen to Tech Brew Ride Home: https://swap.fm/l/tbrh  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk—and how habits, friendships, and clarity of purpose shape long-term success in both business and life. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:35 – Why some business owners often become better investors through firsthand experience with risk, volatility, and capital allocation. 14:57 – The blind spots business owners have when they enter the world of investing. 23:09 – Why you might shift your attitude toward dividends after experiencing firsthand how brutal capitalism is. 28:30 – David shares the daily habits that help him stay grounded, including exercise, reading, and reflection. 35:49 – A different take on “you are the average of the five people you spend the most time with”—and the tradeoffs of seeking higher-caliber peers. 37:51 – Why financial independence raises deeper questions about purpose, relationships, and long-term alignment in life and work. 59:06 – When (and how) to go into business with friends: lessons from real stories about incentives, equity splits, and mutual expectations. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Listen to our interview with David Fagan about Buffett's favorite business book. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Support our show by becoming a premium member! ⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Warren Buffett, one of the most successful investors of our time, has been making some major portfolio moves. He's trimming down big names like Apple and Bank of America, and quietly loading up on Domino's Pizza and Sirius XM. Today, Nicole breaks down exactly what Buffett's doing, why he's doing it, and whether you should follow. 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. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms ⁠⁠here⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.