IN THIS EPISODE, YOU'LL LEARN:
03:20 - The biggest takeaways from the meeting.
17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022.
34:15 - Berkshire Hathaway and their plans for share buyback.
41:01 - Warren Buffett’s view of inflation.
1:03:15 - Warren Buffett’s experiences of changing his opinion.
1:16:33 - Warren Buffett's learn ... Show More
Today
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
Apr 2021
Berkshire Hathaway Part I
It's time. After 150+ episodes on great companies, we tackle the granddaddy of them all — Berkshire Hathaway. One episode alone isn't nearly enough to do Warren and Poor Charlie justice, so today we present Part I: Warren's story. How did a folksy, middle-class kid from Omaha bec ... Show More
3h 4m
May 2023
Buffett on Apple, Banks, and Value Investing
When Warren Buffett speaks, investors and Wall Street tend to listen.
(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over- ... Show More
22 m
Jan 2025
129. Is Warren Buffett still relevant?
<p>Tash and Ana chat with Brandon from New Money about Warren Buffett's enduring investment strategies. They explore if his value investing approach, built on four pillars—business understanding, competitive advantage, skilled management, and margin of safety—remains relevant in ... Show More
30m 49s
Apr 2025
Warren Buffets Advice For Investors in 2025
This week, Sim breaks down the four hottest investing lessons from Warren Buffett’s 2024 shareholder letter and how you can apply them to grow your wealth. From ignoring political noise to investing beyond your home country, Sim shares simple, timeless strategies that even new in ... Show More
15m 36s
Nov 2024
A Once in a Lifetime Investment Opportunity (EP.385)
On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is ... Show More
1h 14m