Breaking Down Berkshire Earnings

If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall St ...  Show more

Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today. Travis Hoium, Tyler Crowe, and Lou Whiteman discuss: - Cons ...  Show more

Will Elon quit Tesla tomorrow?... He may if shareholders don’t approve his $1 Trillion bonus (“Better Have My Money”)Hold: Gucci. Sell: Isabel Marant. Buy: Loewe…. Fashion Trading is the new “Life Dividend” flex.We just had the “Capitalism Election”... it came down to the Unholy ...  Show more

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or whe ...

TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsWe analyzed the DoorDash data and TikTok trends to predict… the drink of the summer.Google & Warby Parker are launching smart glasses… but so are OpenAI & the iPhone d ...  Show more

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, c ...  Show more