TIP521: Warren Buffett's Shareholder Letters

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ...  Show more

In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ...  Show more

This episode will help you transform your finances using real life advice from a billionaire! Each year, Warren Buffett writes an annual letter to shareholders, reflecting on the past year and commentating on his journey to financial abundance. Once again, 90-year-old Warren drop ...  Show more

Episode 626: Shaan Puri ( https://x.com/ShaanVP ) talks to Guy Spier ( https://x.com/GSpier ) about everything he’s learned from studying the greatest value investors of all time.  — Show Notes:  (0:00) The Posse (5:41) Farmer Mac (17:30) Lessons from going to 9 Tony Robbins semi ...  Show more

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 ...