EP 256. Q&A: Investing in Trusts, Why Somethi...

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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 🔍 Want access to an event-driven mo ...  Show more

Welcome to the Investing for Beginners podcast. In today’s show, we answer three great listener questions: *The differences between investing in mutual funds and ETFs *Why we advocate for investing in individual stocks *How to deal with dollar cost averaging into a company that h ...  Show more

Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positions and often board seats in undervalued companies. For comprehensive show notes on thi ...  Show more

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Kickstarter, and Reddit. We cover Craig’s investing roots, his process for sourcin ...  Show more