EP 336. An Inside Look at Managing Investor C...

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want acce ...  Show more

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My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling ...  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

<span style="font-size: 10pt;">Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today's episode, I'm joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, ...