Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 462. Berkshire's 13-F, Buybacks at 100x P/...

Up next

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... 

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

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

Recommended Episodes

Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(0 ...  Show more

#190 Top Investment Stories of 2023: A Stock Club Recap
Stock Club


Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode. 


Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaime ...

  Show more

Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
Chit Chat Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market P ...  Show more

Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive
Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:(03:33) The History and Evolution of IBKR(10:51) Understanding IBKR's Platform and User Experience(12:23) Growth and Market Share of I ...  Show more