Mar 22
Irresistible Change: How to Spot Real Growth
How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breako ... Show More
19m 59s
Jul 2023
Lyft (Ticker: LYFT) Not So Deep Dive
<p>Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we ... Show More
51m 5s
Apr 2025
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that ... Show More
1h 4m
There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?
(00:21) Jason Moser and Mary Long discuss:
- What to make of Berkshire’s latest sells.
- Turnaround ideas for TGI Friday’s.
- Uber’s expanding network.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: BRK.A, BRK.B, CAVA, UBER, ... Show More
<p>Today on <i>The Long View, </i>we’re featuring an episode from another Morningstar podcast, <a href="https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057" target="_blank"><i>The Morning Filter</i></a><i>, </i>which you can subscribe to on Apple podcasts or whe ... Show More