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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
E462 • 75 mins • Dec 11, 2024
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Episodi recenti
Dec 11, 2024
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
E462 • 75 mins
Nov 8, 2024
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
E461 • 75 mins
Oct 4, 2024
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
E460 • 94 mins
Sep 13, 2024
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
E459 • 75 mins
Aug 23, 2024
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
E458 • 99 mins
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