Podcasts about shareholder letter

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Best podcasts about shareholder letter

Latest podcast episodes about shareholder letter

Check Your Balances
Is the Berkshire Shareholder Letter Still Required Reading?

Check Your Balances

Play Episode Listen Later May 27, 2026 30:32


For decades, Warren Buffett's annual letter to Berkshire Hathaway shareholders was the ultimate textbook for value investing. Packed with folksy wisdom, sharp market critiques, and fundamental business truths, it was considered mandatory reading for anyone serious about finance.But with Greg Abel officially taking the helm as CEO, the landscape has shifted. Is the letter still worth your time?This week Ross and Dan break down Greg Abel's first letter and whether it still deserves a spot on your reading pile.Send us Fan MailSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

HyperChange
Tesla's Hidden $1.5B AI Business

HyperChange

Play Episode Listen Later May 1, 2026 6:18


Tesla reported 1.28M active FSD subscriptions at the end of Q1 2026. At $99/month that's equivalent to $1.5B in annual revenue. That's right, Tesla already has a $1.5B / year AI business that is almost 100% profit (pure software) and it's growing like crazy. Subscriptions were up 51% year over year in Q1 and accelerating. With EU approval in the Netherlands paving the way for Europe and upcoming FSD approval in China get ready for this FSD subscriptions number to keep BOOOMING. What are your thoughts??Tesla Q1 2026 Shareholder Letter: https://assets-ir.tesla.com/tesla-con...My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock nothing in this show is financial advice.

HyperChange
Tesla Reports Q1 2026 Earnings!

HyperChange

Play Episode Listen Later Apr 22, 2026 30:04


Going live for the release of Tesla's Q1 2026 Shareholder Letter as the company reports earnings today! Updating investors on financials, Robotaxi, Optimus, Cybercab and more! $TSLA investors join in!

Ahead on Marketplaces
AOM SHORTS - Amazon Shareholder Letter – Insights & Handlungsempfehlungen für Marken

Ahead on Marketplaces

Play Episode Listen Later Apr 14, 2026 17:39


In dieser AOM Shorts Episode besprechen Florian Vette und Ole Schleth die aktuellsten Amazon News und analysieren den aktuellen Amazon Shareholder Letter von Andy Jessy. Amazon Shareholder Letter 2025 - 717 Mrd. USD Umsatz, AWS auf Rekordhoch aber wo fließt das Geld wirklich hin? - Same Day Delivery wächst rasant - wird Liefergeschwindigkeit bald zum entscheidenden Rankingfaktor? - Grocery-Boom: Wie hat Amazon den stationären Lebensmittelhandel so schnell unter Druck gesetzt? - Alexa Plus als neuer Commerce-Kanal - Hype oder echte Verkaufsfläche? Weitere News der Woche - FBA-Nutzer in den USA und Kanada müssen ab 17. April draufzahlen - wie hoch ist der Aufschlag? - eBay testet ein neues Werbeformat – lohnt sich der frühe Einstieg? - Amazon DSP wird effizienter – was ändert sich konkret in der Kampagnenverwaltung? - A+ Alt-Texte werden abgeschafft – was bedeutet das für die eigene Content-Strategie?

Focused Compounding
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

Focused Compounding

Play Episode Listen Later Apr 3, 2026 41:17


00:00 Intro 01:15 First impressions of the letter 07:50 Greg's operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire's 2025 performance 29:40 Equity investments 34:10 Berkshire's size is its own prison 36:50 Takeaways

Dividend Talk
EPS #278 | Building Wealth Together: Our Community Portfolio Review | + Novo Nordisk News, Rio Tinto & Glencore Merger, Terry Smith's Annual Shareholder Letter,

Dividend Talk

Play Episode Listen Later Jan 10, 2026 83:46


In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more.And as always, they answer many questions from the community.

Chit Chat Money
Our 6 Favorite Never Sell Stocks + Analyzing Ackman's Portfolio And Shareholder Letter $UBER $CMG

Chit Chat Money

Play Episode Listen Later Oct 3, 2025 67:22


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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

HyperChange
Can Lemonade Stock 10X?

HyperChange

Play Episode Listen Later Sep 29, 2025 54:00


My interview with the Paper Bag Investor on Lemonade stock ($LMND). Huge shoutout to him for coming on the show!! I will keep you all posted on if he's convinced me to buy more shares... let me know what you think in the comments! Are you long Lemonade stock? Why? Why not?Paper Bag Investor YT Channel: https://www.youtube.com‪@PaperBagInvest‬ Paper Bag Investor X: https://x.com/PaperBagInvestLemonade Q2 2025 Shareholder Letter: https://www.lemonade.com/investor-rel...0:00 Intro: Paper Bag Investor0:44 Lemonade Bull Thesis: Disrupting Insurance6:58 The Owner/Operator/Founder behind Lemonade: Daniel Schreiber & Shai Wininger9:17 What insurance does Lemonade sell? Renters, Pet, Car, Home …13:30 How To Understand Lemonade's Financials18:30 Lemonade's Fair Value is $100-$200 per share22:46 Lemonade's Gross Profit is BOOMING25:28 Lemonade Is About To Get Very Profitable26:22 Why Lemonade is Misunderstood30:51 Lemonade's Growth Rate, Accelerating or Nah?32:05 Reinsurance Change, From 55% to 20%33:40 Lemonade Car Insurance Potential34:10 How Does Tesla Robotaxi Impact Lemonades Car Insurance Business40:27 Lemonade Is Constantly Evolving, In Many Businesses 41:00 Getting Inspired About Lemonade Building A Brighter Future46:08 Viewer Questions from X50:03 Lemonade FOMO Ramping My X: https://x.com/gfilcheHyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Lemonade (LMND) stock. This show is not financial advice.

The Watson Weekly - Your Essential eCommerce Digest
May 5th, 2025: Amazon Reports Q1 2025 Earnings, Walmart Releases an Annual Shareholder Letter, UPS Reports Q1 2025 Earnings, and Kohl's Fires Its CEO

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later May 5, 2025 14:37


Today on our show:Amazon Reports Q1 2025 EarningsWalmart Releases an Annual Shareholder LetterUPS Reports Q1 2025 EarningsKohl's Fires Its CEO- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Connecting the Dollars by Propel Financial Advisors
From Omaha to Japan: Top Takeaways from Berkshire Hathaway's 2025 Annual Shareholder Letter

Connecting the Dollars by Propel Financial Advisors

Play Episode Listen Later May 5, 2025 18:16


In the latest episode of the “Connecting the Dollars” podcast, Amanda Vaught and guest David Vaught CFA dive deep into Warren Buffett's 2025 Berkshire Hathaway annual letter. If you're keen on strategy, leadership, or simply fascinated by Buffett's approach, this episode is a must-listen.

Ahead on Marketplaces
AOM SHORTS - Zoll-Auswirkungen auf das Marktplatz-Business & neuer Shareholder Letter von Amazon

Ahead on Marketplaces

Play Episode Listen Later Apr 14, 2025 23:21


Zölle, Retail Media und Amazon-Updates – in dieser AOM Shorts Episode sprechen Florian Vette und Ole Schleth über neue Herausforderungen und Chancen im globalen Marktplatzgeschäft. Was bedeutet der eskalierende Zollkonflikt zwischen den USA und China für internationale Marken? Und warum könnte die EU plötzlich als sicherer Hafen im E-Commerce attraktiver denn je werden? McKinsey prognostiziert: Konsument:innen wollen 2024 bei Shopping-Events wie Black Friday & Prime Day deutlich mehr ausgeben. Sind Marken bereit für ein neues Rekordjahr im E-Commerce? Aktueller Shareholder Letter von Amazon – Warum setzt Amazon auf KI, eigene Chips, Prime Video und den Gesundheitsmarkt? Was bedeutet das für Marken und Media-Strategien? Weitere Amazon-Updates: - Neue Warnhinweise bei Rückgaben – Conversion-Killer oder hilfreiche Transparenz? - Sponsored Display + Sponsored TV – wie Marken jetzt ganz neue Retargeting-Zielgruppen aktivieren können - Neue Ad-Settings in den USA – Sponsored Product Ads außerhalb von Amazon: Performance-Turbo oder Kostenfalle? Dazu im Fokus: - Retail Media bei Rossmann – von Sponsored Ads bis hin zu App- und Instore-Werbung mit über 10 Mio. monatlich aktiven Nutzer:innen - Decathlon expandiert weltweit – wie das Unternehmen Marktplatz, Filialen, Mobile-First und Same-Day-Delivery kombiniert

Doppelgänger Tech Talk
Zoll Pause & Bürokratieabbau #448

Doppelgänger Tech Talk

Play Episode Listen Later Apr 11, 2025 57:15


Trump macht eine Zoll Pause. Wir beantworten eine Hörerfrage zu Bürokratieabbau und haben uns den Shareholder Letter von Andy Jassy angeschaut. Ein Gründer hat AI versprochen ohne AI zu haben. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Zoll Pause (00:09:10) Kristina Sinemus  (00:12:45) Bürokratieabbau (00:21:20) Microsoft (00:22:00) Google (00:33:10) Kuiper (00:34:10) Letter to Shareholders (00:42:20) Nate (00:45:45) Digg (00:48:50) Mira (00:50:45) Llama Shownotes Donald Trump: Dies ist eine großartiger Zeitpunkt zum Kaufen Truth Social Warum Trumps Traum von iPhones „Made in the USA“ nicht in Erfüllung gehen wird Bloomberg Microsoft erwägt weitere Stellenstreichungen, diesmal mit Schwerpunkt auf Managern und Nicht-Programmierern, nicht nur Low-Performern Business Insider Kristina Sinemus ist die Topkandidatin für den Spitzenposten im Digitalministerium Manager Magazin Sehen Sie, wie die Atlas-V-Rakete die erste große Ladung von Amazons Project Kuiper-Internetsatelliten startet Space CEO Andy Jassy's Brief an die Aktionäre 2024 Amazon Der neue Ironwood-Chip von Google ist 24-mal leistungsfähiger als der schnellste Supercomputer der Welt VentureBeat Bezahlt Google Spitzentechnologen fürs Nichtstun? Einblicke in die geheime Strategie, das KI-Rennen zu gewinnen The Economic Times Fintech-Gründer wegen Betrugs angeklagt, nachdem sich herausstellte, dass die „KI“-Shopping-App auf den Philippinen von Menschen betrieben wurde TechCrunch Facebook schiebt sein KI-Modell Llama 4 nach rechts und will „beide Seiten“ darstellen 404

The Best One Yet

Since we all lose an hour of sleep during Daylight Savings tonight, we whipped up a podcast to help you fall asleep: We're reading Warren Buffett's Annual Shareholder Letter for Berkshire Hathaway. The world's most legendary investor, Warren outlines how he makes every financial decision. But it's still a *shareholder letter*, so you'll drift off somewhere between the 5th and 9th time Warren mentions “investment thesis.”So grab your pajamas and get under the spreadsheets, it's time to enjoy the 2nd annual… Stock Market Snooze Pod: The Sleepiest One Yet.(And here's the whole letter if you'd like to read along from bed too): https://www.berkshirehathaway.com/letters/2024ltr.pdfSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Canadian Investor
Key Takeaways from Warren Buffett's Shareholder Letter

The Canadian Investor

Play Episode Listen Later Mar 3, 2025 58:03


In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth. Then, Simon gives his key takeaways from Warren Buffett’s latest letter to shareholders. Including why Buffett prefers to invest in companies rather than to hold bonds, his concerns about the currency and how the underlying businesses that Berkshire owns have been doing. Tickets of stocks/ETFs discussed: BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

The Chinchilla Picking Podcast
Episode 190: Berkshire's Annual Shareholder Letter and Fiverr

The Chinchilla Picking Podcast

Play Episode Listen Later Feb 24, 2025 54:03


We discuss the recent Berkshire earnings and this year's shareholder letter. Dave dives into Fiverr and Him's.

fiverr berkshire shareholder letter
HT Daily News Wrap
Always open to legitimate return of undocumented Indians, says S Jaishankar | Morning News

HT Daily News Wrap

Play Episode Listen Later Jan 23, 2025 5:37


Netflix shares soar to record high after ‘biggest ever' subscriber gain in Q4 2024-25, Over 50,000 under evacuation orders or warnings as wildfire imperils homes north of Los Angeles, Trump toughens crackdown on immigration and diversity, Always open to legitimate return of undocumented Indians, says S Jaishankar

Bankless
ROLLUP: Crazy Markets Week | Prediction Markets Bad? | Zora Release | More Gensler Ls | Trump's DeFi Sons

Bankless

Play Episode Listen Later Aug 9, 2024 59:07


This week in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over?  Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L's?  Zora's latest release promises to shake up the NFT world.  And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…? ------

The Watson Weekly - Your Essential eCommerce Digest
April 15th, 2024: AllBirds gets Nasdaq delisting warning, Revenue and profit at TikTok's ownership growing, Andy Jassy releases annual shareholder letter, and Inventory and cashflow key to the future of retail

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Apr 15, 2024 18:06


Today on our show:AllBirds gets Nasdaq delisting warningRevenue and profit at TikTok's ownership growingAndy Jassy releases annual shareholder letterInventory and cashflow key to the future of retailAnd finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

We Study Billionaires - The Investor’s Podcast Network
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Apr 12, 2024 71:51


On today's episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities, Global Premier Sustainable Equities, and Global Space Technology Equities portfolios. According to Nasdaq eVestment, the TCW New America fund has outperformed 99% of its peers. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:25 - The two types of recurring revenue. 13:37 - Why certainty is an essential part of a quality investing framework. 25:02 - How Joseph thinks about portfolio allocation by industry. 28:02 - Value accretive versus value destructive capital allocation decisions. 36:09 - How understanding incentives can make us better investors. 36:53 - Why we should ignore Buffett's advice of buying businesses so great that an idiot can run it. 46:33 - How Joseph developed his own investment approach after working under two investment legends at Fidelity. 51:56 - Why Joseph believes that quality investing is the best approach to match his investment objectives and temperament. 58:33 - Why growth in free cash flow per share is Joseph's number one focus as an investor. 1:00:28 - An update on a few of Joseph's portfolio holdings Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn more about the TCW New America Fund. Check out Buffett's 1996 Shareholder Letter. Book Mentioned: What I Learned About Investing from Darwin by Pulak Prasad. Book Mentioned: Big Money Thinks Small by Joel Tillinghast. Episode Mentioned: RWH017: Fidelity Legend w/ Joel Tillinghast | YouTube Video. Follow Joseph on LinkedIn.  Follow Clay on Twitter.  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? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. 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. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota TurboTax Fidelity Monarch Money Meyka Simon & Schuster CI Financial Vacasa Long Angle Fundrise iFlex Stretch Studios American Express Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! 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! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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P&L With Paul Sweeney and Lisa Abramowicz
A-Rod Convo, Amazon Shareholder Letter

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 11, 2024 43:28 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jason Kelly, Bloomberg Originals Chief Correspondent, and former baseball star Alex Rodriguez discuss the latest episode of the new podcast ‘The Deal with Alex Rodriguez and Jason Kelly.' Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's shareholder letter. Bloomberg News Personal Finance Reporters Paulina Cachero and Francesca Maglione, talk about the Bloomberg Big Take story: “For Ivy League Rejects, Public School is Next Best Bet.” Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Bloomberg Technology
AI Global Coalition, Amazon's Shareholder Letter

Bloomberg Technology

Play Episode Listen Later Apr 11, 2024 41:30 Transcription Available


 Bloomberg's Ed Ludlow and Caroline Hyde break down Amazon CEO Andy Jassy's annual letter to shareholders. Plus, Jeff Bezos and Tim Cook attend the White House state dinner for Japan's Prime Minister. And, OpenAI CEO Sam Altman looks to build a global coalition on artificial intelligence as he visits the United Arab Emirates. See omnystudio.com/listener for privacy information.

amazon japan white house jeff bezos bloomberg prime minister united arab emirates tim cook sam altman global coalition shareholder letter amazon ceo andy jassy ed ludlow
The Rundown
Amazon Highlights AI in Shareholder Letter, Rate Cuts in Limbo After CPI Data

The Rundown

Play Episode Listen Later Apr 11, 2024 6:52


Stock market update for April 11, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures. Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures. Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

Lithium-ion Rocks!
E95: Titanium Titan. IperionX's Taso Arima

Lithium-ion Rocks!

Play Episode Listen Later Apr 4, 2024 73:02


INDEX: 00:00:00 - Introduction 00:07:49 - IperionX: Revolutionary Tech in Titanium Industry 00:11:00 - Rise in Titanium Prices: What's Driving It? 00:15:39 - Addressing Japan's Titanium Supply Dependence 00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics 00:25:12 - Inside Titanium Market: Scraps to Specialized Products 00:30:53 - Future of 3D Printing with Titanium 00:32:40 - New Facilities Boost Titanium Production 00:38:28 - IperionX's Sales Strategy 00:42:12 - Ensuring Future Supplies of Materials 00:45:55 - Assessing IperionX's Growth Prospects 00:56:06 - Investment Decisions: What's Next? 01:00:16 - Titan Project: When Does Mining Start? 01:01:43 - IperionX: Game-Changer in Titanium Industry 01:10:17 - IperionX's Potential _________________________________________________ Links

The Best One Yet

Since we all lose an hour of sleep during Daylight Savings this weekend, we whipped up a special podcast to help you fall asleep: We read the first shareholder letter from Amazon's 1997 annual report. Of all the corporate reports out there, this one is fascinating — Jeff Bezos illustrates the master plan that he would spend the next 25 years executing on. But it's still a corporate report, so you'll drift off somewhere between the 4th and 7th time Bezos mentions “relentless customer focus.” This is the first ever… Stock Market Snooze Pod: The Sleepiest One Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover Daily by Perplexity
Adobe's AI tool for music, Bitcoin surge crashed Coinbase, Buffett 2024 shareholder letter

Discover Daily by Perplexity

Play Episode Listen Later Feb 29, 2024 7:48 Transcription Available


In this episode of Discover Daily, we'll cover Adobe's innovative AI music tool, Project Music GenAI Control, the latest outage at cryptocurrency exchange Coinbase, and Warren Buffett's timeless investment advice from his 2024 letter to Berkshire Hathaway shareholders. Join us as we explore how these developments impact the world of technology, finance, and investment.For more on these stories:Adobe's AI tool for musicBitcoin surge crashed CoinbaseBuffet 2024 shareholder letterPerplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin

The Chinchilla Picking Podcast
Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes

The Chinchilla Picking Podcast

Play Episode Listen Later Feb 26, 2024 48:26


We give our thoughts on Warren Buffett's recent annual letter. Intuitive machines literally goes to the moon, but the stock crashes. Plus, Dave talks about the new wave of crypto idiocy being pumped by venture capital firms that are great salesmen but terrible investors. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Dapper Dividends
#219~ Lessons From Warren Buffett's Shareholder Letter.

Dapper Dividends

Play Episode Listen Later Feb 25, 2024 21:57


This dividend investing podcast discusses why I sold a dividend stock after almost 4 years. We also covered all the week's dividend stock news! Check out our portfolios and grab the FREE weekly newsletter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DapperDividends.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Warren Buffett's Annual Letter to Shareholders Check out what CEOs are buying -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.ceo-buys.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ **SPECIAL SEEKINGALPHA.COM offer - Try Seeking Alpha's Premium for $239/year with a 14-day free trial. Use this affiliate link and I'll get a few bucks kicked back my way at no additional cost to you. ⁠⁠⁠⁠⁠⁠⁠⁠Click Here⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get my FREE 48-page eBook "Brief Thoughts on Life, Love & Investing" and FREE weekly newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thedividendtracker.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (affiliate link) The Essays of Warren Buffett ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BOOK LINK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get cash back on your gas, with the UPSIDE APP. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CLICK HERE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact - russ@dapperdividends.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Russ on X - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@Rustyram78⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Remember this is not financial advice and it's ultimately your money and responsibility! --- Support this podcast: https://podcasters.spotify.com/pod/show/dapper-dividends/support

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Founder's Journal
The First Amazon Shareholder Letter: Summarized & Analyzed

Founder's Journal

Play Episode Listen Later Jan 17, 2024 20:26


Episode 95: Today, I'm sharing one of the greatest pieces of business writing living on the internet today. It's been hiding in plain sight since 1997 yet the fact every entrepreneur hasn't read it is criminal. I'm talking about the very first Amazon shareholder letter written by Jeff Bezos the year that the company went public. It's a 4 page, 1600-word letter, but it punches way above its word count. On this episode I'm going to summarize the letter for you & share a number of timeless business lessons that are as valuable today as they were in 1997. 1997 Shareholder Letter: https://media.corporate-ir.net/media_files/irol/97/97664/reports/Shareholderletter97.pdf How to Calculate Product-Market Fit: https://foundersjournalpod.morningbrew.com/measuring-product-market-fit/ Send us an email and let us know what you think of the idea! foundersjournal@morningbrew.com #FoundersJournal #Startups #Entrepreneur Listen to Founder's Journal here: https://link.chtbl.com/OV4W93_W Watch Founder's Journal here: https://www.youtube.com/@FoundersJournal/  Subscribe to Morning Brew! Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! Instagram - https://www.instagram.com/morningbrew/ Twitter - https://twitter.com/MorningBrew Tik Tok - https://www.tiktok.com/@morningbrew Follow Alex! Alex Lieberman (@businessbarista) Learn more about your ad choices. Visit megaphone.fm/adchoices

Outliers with Daniel Scrivner
Trailer - Short Read: Warren Buffett's Shareholder Letter on Shutting Down Berkshire Hathaway's Textile Business from 1985 | Episode #171

Outliers with Daniel Scrivner

Play Episode Listen Later Jan 15, 2024 2:43


In 1985, Warren Buffett had to make an incredibly difficult decision. Which was whether to shut down the textile business Berkshire Hathaway — the original business Warren acquired, which was where Berkshire got its name. In today's episode, I break down that decision and why he ultimately closed the business. Explore the episode notes. Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/171. Watch and listen. Watch this episode on YouTube Find this episode in your favorite podcast app Get new episodes delivered via email Explore my full summary for the book featured this week. The Essays of Warren Buffett: Warren's Ideas from 50+ Years Grouped by Topic Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required. Advertise with Outliers and reach our global community Learn more about your ad choices. Visit megaphone.fm/adchoices

Outliers with Daniel Scrivner
Short Read: Warren Buffett's Shareholder Letter on Shutting Down Berkshire Hathaway's Textile Business from 1985 | Episode #171

Outliers with Daniel Scrivner

Play Episode Listen Later Jan 15, 2024 24:32


In 1985, Warren Buffett had to make an incredibly difficult decision. Which was whether to shut down the textile business Berkshire Hathaway — the original business Warren acquired, which was where Berkshire got its name. In today's episode, I break down that decision and why he ultimately closed the business. Explore the episode notes. Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/171. Watch and listen. Watch this episode on YouTube Find this episode in your favorite podcast app Get new episodes delivered via email Explore my full summary for the book featured this week. The Essays of Warren Buffett: Warren's Ideas from 50+ Years Grouped by Topic Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required. Advertise with Outliers and reach our global community Learn more about your ad choices. Visit megaphone.fm/adchoices

Wohlstand für Alle
Ep. 208: Diese Barbie streikt! Arbeitskampf in Hollywood

Wohlstand für Alle

Play Episode Listen Later Aug 2, 2023 42:16


Bis zum Ende des Jahres könnte der Streik dauern: Schlittert das Kino in die nächste Krise? Zum ersten Mal seit 1960 haben sich in Hollywood Schauspieler und Drehbuchautoren zusammengeschlossen, um für höhere Gagen und Restgagen zu kämpfen und um einen die Kreativen schädigenden Einsatz von AI-Technologien zu verhindern. Die Filmstudios und Streaming-Anbieter sind bislang nicht zu Zugeständnissen bereit. Der Erfolg von „Barbenheimer“ verdeckt gerade, wie düster es in der US-Filmbranche aussieht. Was aber ist zu den Forderungen der Kreativen zu sagen? Manche verweisen auf die hohen Manager-Gehälter bei Netflix und Disney und stellen die extrem niedrigen Gagen für Nebendarsteller dagegen: Aber ist es nur eine Frage der Verteilung? In der neuen Folge von „Wohlstand für Alle“ tauchen Ole Nymoen und Wolfgang M. Schmitt tiefer in die Materie ein und analysieren den Geschäftsbericht von Netflix. Literatur: Was Serien-Stars verdienen: https://www.hollywoodreporter.com/tv/tv-news/mandy-moore-residuals-sag-aftra-strike-1235538930/. Die Situation in Deutschland: https://www.drehbuchautoren.de/news/2023-07-18/von-wahren-urhebern-credit-parasiten-und-dem-fluch-der-verjaehrung. Der Geschäftsbericht von Netflix: https://s22.q4cdn.com/959853165/files/doc_financials/2023/q2/FINAL-Q2-23-Shareholder-Letter.pdf. Ihr könnt uns unterstützen - herzlichen Dank! Paypal: https://www.paypal.me/oleundwolfgang Konto: Wolfgang M. Schmitt, Ole Nymoen Betreff: Wohlstand fuer Alle IBAN: DE67 5745 0120 0130 7996 12 BIC: MALADE51NWD Patreon: https://www.patreon.com/oleundwolfgang Steady: https://steadyhq.com/de/oleundwolfgang/about Social Media: Instagram: Unser gemeinsamer Kanal: https://www.instagram.com/oleundwolfgang/ Ole: https://www.instagram.com/ole.nymoen/ Wolfgang: https://www.instagram.com/wolfgangmschmitt/ TikTok: https://www.tiktok.com/@oleundwolfgang Twitter: Unser gemeinsamer Kanal: https://twitter.com/OleUndWolfgang Ole: twitter.com/nymoen_ole Wolfgang: twitter.com/SchmittJunior Die gesamte WfA-Literaturliste: https://wohlstand-fuer-alle.netlify.app

Dave Lee on Investing
Tesla's SURPRISE Q2 Earnings Report (Ep. 734)

Dave Lee on Investing

Play Episode Listen Later Jul 19, 2023 3:45


I share my key takeaways from Tesla's TSLA Q2 Earnings Shareholder Letter. Tesla Q2 2023 Shareholder Letter: https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-Update.pdf Social

Chai with Pabrai
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023

Chai with Pabrai

Play Episode Listen Later May 25, 2023 58:36


Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023 (00:00:00) - Introduction (00:02:22) - Buffett's 2022 Shareholder Letter  (00:03:25) - Berkshire's dozen truly great decisions  (00:07:16) - Naspers; Tencent  (00:12:14) - Rakesh Jhunjhunwala; Titan  (00:14:56) - Nick Sleep; Amazon  (00:18:39) - Ben Graham; Geico  (00:20:20) - Walmart vs. Nifty 50  (00:23:37) - Buffett's Coke investment  (00:26:35) - Chuck Akre's Three-legged stool  (00:29:51) - Compounding is the 8th wonder of the world  (00:33:47) - Silicon Valley Bank  (00:36:37) - Reysas  (00:38:38) - Identifying great businesses  (00:44:02) - Investing in Turkey  (00:47:06) - Seritage  (00:48:29) - Start specializing at the age of 11  (00:50:39) - Circle of competence  (00:52:37) - Ajit Jain  (00:57:18) - Index Investing

Arista Wealth Podcast
Powerful Lessons From Warren Buffett's 2023 Shareholder Letter

Arista Wealth Podcast

Play Episode Listen Later May 3, 2023 21:07


Calling all investors! If you want to learn from the best, tune in to this episode of the Arista Wealth Podcast. Our experts Paul L. Moffat and Zachary Taylow are breaking down Warren Buffett's 2023 letter to Berkshire Hathaway investors and sharing the 10 most valuable lessons with you. From tips on smart investing to strategies for success, you won't want to miss this insightful discussion. So grab your notebook, get comfortable, and let's dive into the mind of the legendary Warren Buffett. And don't forget to like, subscribe, and share with your fellow investors!

The Watson Weekly - Your Essential eCommerce Digest
April 24th, 2023: Amazon's shareholder letter, the recent retail sales report, the Shopify collaboration, and David's Bridal enters bankruptcy

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Apr 24, 2023 14:06


Today on our show:Amazon's 2022 shareholder letter Understanding the recent retail sales reportCould Amazon seller's expansion give reason for Shopify collaboration?Retailer David's Bridal entering bankruptcyhttps://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Dave Lee on Investing
Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)

Dave Lee on Investing

Play Episode Listen Later Apr 19, 2023 7:27


I share my thoughts on Tesla's Q1 2023 earnings report, earnings call, and comments from Elon Musk, Zach Kirkhorn, Drew Baglino and Tesla management. Read Tesla's Q1 2023 Shareholder Letter: https://tesla-cdn.thron.com/static/ZXSBN8_TSLA_Q1_2023_Update_ABMJPG.pdf Listen to Tesla's Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social

Dave Lee on Investing
Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)

Dave Lee on Investing

Play Episode Listen Later Apr 19, 2023 7:27


I share my thoughts on Tesla's Q1 2023 earnings report, earnings call, and comments from Elon Musk, Zach Kirkhorn, Drew Baglino and Tesla management. Read Tesla's Q1 2023 Shareholder Letter: https://tesla-cdn.thron.com/static/ZXSBN8_TSLA_Q1_2023_Update_ABMJPG.pdf Listen to Tesla's Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social

Dave Lee on Investing
Tesla navigates stormy weather with LONG-TERM FOCUS (Ep. 729)

Dave Lee on Investing

Play Episode Listen Later Apr 19, 2023 7:27


I share my thoughts on Tesla's Q1 2023 earnings report, earnings call, and comments from Elon Musk, Zach Kirkhorn, Drew Baglino and Tesla management. Read Tesla's Q1 2023 Shareholder Letter: https://tesla-cdn.thron.com/static/ZXSBN8_TSLA_Q1_2023_Update_ABMJPG.pdf Listen to Tesla's Q1 2023 Earnings Call: https://www.youtube.com/live/3MVIWeU36ZY Social

Chai with Pabrai
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

Chai with Pabrai

Play Episode Listen Later Apr 11, 2023 73:46


Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023   (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett's 2022 Shareholder Letter (00:17:02) - “Circle the Wagons” approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to “Circle the Wagons” (00:31:05) - Finding a great business (00:33:17) - IBM (00:38:54) - Li Lu (00:47:04) - Moutai (00:50:44) - Evaluating management (00:53:33) - Coca-Cola (00:56:02) - Reysas (01:01:50) - Circle of competence (01:03:41) - John Arrillaga (01:06:30) - Satyam Computers (01:10:27) - Investing in China

On the Margin
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

On the Margin

Play Episode Listen Later Mar 4, 2023 56:34


This week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance. As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Yun: https://twitter.com/YunLi626 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: To the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Focused Compounding
Ep 386. Takeaways from Warren Buffett's Shareholder Letter and Analyzing Ted Weschler's Dillards Investment

Focused Compounding

Play Episode Listen Later Mar 3, 2023 119:54


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

The Young Investors Podcast
Warren Buffett's 2023 Shareholder Letter + TSLA Investor Day + More Bad News For The Economy

The Young Investors Podcast

Play Episode Listen Later Mar 3, 2023 62:05


Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors ★ ★ THE YOUNG INVESTORS PODCAST ★ ★ Now available on YouTube, Apple Podcast and Spotify! ★ ★ OUR CHANNELS ★ ★ Hamish: https://www.youtube.com/hamishhodder Brandon: https://www.youtube.com/channel/UCvSXMi2LebwJEM1s4bz5IBA ★ ★ FOLLOW US ★ ★ Instagram (Hamish) ► hamishhodderofficial Instagram (Brandon)► new.money.official

The Chinchilla Picking Podcast
Berkshire's Annual Shareholder Letter Plus Lowe's and Salesforce

The Chinchilla Picking Podcast

Play Episode Listen Later Mar 2, 2023 45:12


On this episode we dissect Warren Buffett's annual shareholder letter plus we dig into Lowe's earnings. Plus, will a large number of high profile activist shareholders be enough to drive Salesforce into the green? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/chinchillapicking/message Support this podcast: https://anchor.fm/chinchillapicking/support

The Best Interest Podcast
Reviewing Warren Buffett's Latest Shareholder Letter - E49

The Best Interest Podcast

Play Episode Listen Later Mar 1, 2023 52:38


So what did Warren Buffett mean by silver tongued demagogues and slaying dragons? Jesse sits down with Rob Bradley, a fellow Berkshire Hathaway shareholder and CFP in Rochester, NY, to discuss the wealth of knowledge behind Berkshire Hathaway's latest annual letter to shareholders.    Buffett is widely regarded as one of the greatest investors of all time and his investing style has been studied and emulated by many investors over the years. Rob breaks down how Berkshire Hathaway has outperformed the S&P, invested in Apple as an indispensable consumer product, and poised itself to take advantage of domestic businesses based on their intrinsic value.   Quotes: "Charlie and I are not stock pickers. We are business pickers." "When you are told that all repurchases are harmful to shareholders or to the country or particularly beneficial to CEOs. You are listening to either an economic illiterate or a silver tongued demagogue, characters that are not mutually exclusive."  "Successful investing takes time, discipline and patience. No matter how great the effort, some things just take time. You can't produce a baby in 1 month by getting 9 women pregnant.” “Bitcoin was probably rat poison squared.” "Interest rates are to financial instruments as gravity is to matter."    Mentions: Becky Quick, of CNBC will review questions that shareholders have submitted by e-mail and select those she believes will have the widest interest. Questions can be submitted to Becky at berkshirequestions@cnbc.com.   Berkshire Hathaway Annual Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf   More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog   The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Bankless
ROLLUP: Crypto Rallies | Gemini vs Barry Silbert | Game of Thrones NFT | Ethereum Liquid Staking | Inflation

Bankless

Play Episode Listen Later Jan 13, 2023 98:50


Unchained
Coinbase CPO Surojit Chatterjee Explains Why He Believes the Exchange Will Win- Ep. 385

Unchained

Play Episode Listen Later Aug 16, 2022 69:04


Surojit Chatterjee, chief product officer at Coinbase, comes to talk about what products Coinbase is building, how it can thrive in such a competitive landscape, how to onboard billions of users into crypto, and much more.    Show highlights: how Surojit got into crypto and ended up at Coinbase what sets Coinbase apart from the competition how to bring billions of customers to crypto  Surojit's mental model of a bridge between the fiat world and the crypto world how Coinbase is integrating its main app with Web3 whether crypto can become a utility rather than an investment asset how Coinbase is building a product in such a way that it attracts even “crypto-native” people what happened with Coinbase NFT Marketplace's failure and whether the company will keep investing in NFTs whether Coinbase has lost crypto-embedded people among its employees how the partnership with BlackRock indicates how far crypto has come the amount of money that institutions could potentially pour into crypto how Coinbase will prevent itself from having the largest percentage of staked ETH how the company is monetizing the Coinbase wallet and what would happen to revenue if the trading volume were to move from the exchange to Coinbase wallet swaps why Coinbase is suffering a decline in trading volume whether Coinbase can compete with newer exchanges like FTX and Binance and why Surojit still thinks Coinbase will win why it is important to keep investing and building through this crypto winter Surojit's take on the frontrunning of coins about to be listed on the platform why the Howey test (which determines whether something is a security) is outdated how Coinbase understands securities, and whether the firm thinks the tokens listed on the platform are securities how can Coinbase compete with decentralized exchanges like Uniswap why Surojit is worried about regulatory clarity and stablecoins how hacks and security give the crypto industry a bad reputation what Surojit's dreams are for the industry Thank you to our sponsors!   Crypto.com: https://crypto.onelink.me/J9Lg/unconfirmedcardearnfeb2021 Ava Labs: https://www.avax.network/ Show Links   Surojit:  Twitter: https://twitter.com/surojit   Coinbase Q2 2022 Earnings: Shareholder letter: https://s27.q4cdn.com/397450999/files/doc_financials/2022/q2/v2/Q2-2022-Shareholder-Letter.pdf Summary: https://twitter.com/fintechintern/status/1557130836574539776?s=20&t=R-oDUTEaev-F8bPonC2q5Q Earnings call: https://s27.q4cdn.com/397450999/files/doc_financials/2022/q2/Coinbase-Q2%2722-Earnings-Call-Transcript.pdf   NFT Marketplace: Coinbase NFT launch: https://decrypt.co/99561/coinbase-nft-marketplace-150-users-first-day-public NFT Market data: https://dune.com/Marcov/0x-NFT-Market Gamestop NFT stats: https://dune.com/dataisking420/gamestopnft-stats Gamestop's performance against Coinbase: https://decrypt.co/105069/gamestop-ethereum-nft-sales-dwarf-coinbase-nft   Partnerships BlackRock:  https://www.coindesk.com/business/2022/03/24/blackrocks-fink-says-ukraine-war-could-accelerate-crypto-adoption-report/ https://blog.coinbase.com/coinbase-selected-by-blackrock-provide-aladdin-clients-access-to-crypto-trading-and-custody-via-b9e7144f313d https://www.coindesk.com/markets/2021/07/14/blackrock-ceo-larry-fink-seeing-very-little-demand-for-crypto-lately/ Integration with META: https://www.coindesk.com/business/2022/08/04/meta-confirms-nft-rollout-across-100-countries-amid-coinbase-integration/   Regulation and lawsuits Insider Trading Court charges: https://www.justice.gov/usao-sdny/pr/three-charged-first-ever-cryptocurrency-insider-trading-tipping-scheme Cobie's tweet: https://twitter.com/cobie/status/1550192546889998340 Brian Armsontrg's tweet: https://twitter.com/brian_armstrong/status/1550162989881253889 Terra/UST lawsuit:  https://www.tbstat.com/wp/uploads/2022/06/1-main.pdf https://www.theblock.co/post/152942/coinbase-sued-in-relation-to-promotion-of-terrausd-cryptocurrency IPO-related lawsuit: https://www.coindesk.com/policy/2022/08/09/coinbase-executives-mislead-shareholders-about-public-listing-new-lawsuit-alleges/ Coinbase Does Not List Securities. End of Story: https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79#:~:text=To%20be%20explicit%2C%20the%20majority,SEC%20jumped%20directly%20to%20litigation. Coinbase Faces SEC Probe on Crypto Listings: https://www.bloomberg.com/news/articles/2022-07-26/coinbase-faces-sec-investigation-over-cryptocurrency-listings Previous Coverage of Unchained: Why a Coinbase Listing May Not Be a Good Thing for a Token:https://unchainedpodcast.com/why-a-coinbase-listing-may-not-be-a-good-thing-for-a-token/   Disclosure in the event of bankruptcy:  https://www.cnet.com/personal-finance/crypto/coinbase-discloses-customers-could-lose-their-crypto-if-it-ever-goes-bankrupt/ https://twitter.com/brian_armstrong/status/1524233480040710144?s=20&t=RsZpP4fGxGl4JVt4iYQBRw Competition Crypto market data: https://www.theblock.co/data/crypto-markets/spot FTX surpassing Coinbase: https://www.theblock.co/linked/149654/ftx-surpassed-coinbase-as-second-biggest-centralized-crypto-exchange-in-may Coinbase Will Need Its Cash to Fend Off the Competition: https://www.theinformation.com/articles/coinbase-will-need-its-cash-to-fend-off-the-competition

Dave Lee on Investing
Full Breakdown of how Tesla CRUSHED Q2 Earnings (Ep. 625)

Dave Lee on Investing

Play Episode Listen Later Jul 20, 2022 10:53


Tesla just released their quarterly earnings! Read TSLA Q2 2022 Shareholder Letter: https://tesla-cdn.thron.com/static/EIUQEC_2022_Q2_Quarterly_Update_Deck_J8VLIK.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q2-22-update.pdf%22 Social

The Watson Weekly - Your Essential eCommerce Digest
April 25th, 2022: USPS' New Mail Plan, the Buy Now, Pay Later Industry, Walmart Adds PayPal's CFO, and Andy Jassy's First Shareholder Letter

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Apr 25, 2022 12:07


It’s April 25th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show: The United States Postal Service released its mail plan for America Is the Buy Now, Pay Later industry fundamentally flawed? Walmart’s digital services growth gets another boost by adding PayPal’s CFO Amazon CEO, Andy Jassy, released his first shareholder letter And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs. For more news from Rick, check out: https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

The Chinchilla Picking Podcast
Break With Brandon: Market Inefficiency And Warren Buffett's Shareholder Letter

The Chinchilla Picking Podcast

Play Episode Listen Later Mar 10, 2022 23:22


Throw the market efficiency theory in the trash. I review the latest Berkshire Hathaway letter to shareholders. Dave owes me Montgomery Inn for dinner, via Door Dash because I don't want to have to socialize. Is now the time to start dipping into long term investments? Why did oil dip today? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chinchillapicking/support

The Young Investors Podcast
Berkshire Shareholder Letter + Foot Locker Down 30%

The Young Investors Podcast

Play Episode Listen Later Mar 4, 2022 66:15


Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the 2021 Berkshire annual shareholder letter, Russia's collapsing stock market and Foot Locker. Submit your audio clips: younginvestorspodcast@gmail.com The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.