01:51:24

Berkshire Hathaway’s Homebuilder Investment, Market Positioning, & Assessing Profit Persistency

01:36:16

The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

01:23:00

The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

01:53:55

Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

01:59:08

Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

01:52:10

Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

02:06:55

NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

02:16:26

Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

02:01:27

Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

02:08:53

The Omaha Experience: Our Take on Berkshire’s AGM

01:57:56

Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

01:44:45

SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

01:45:16

Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

01:59:55

Warren Buffett’s 2022 Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

01:55:55

5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

02:02:43

Strong Jobs Report + Inflation, Movie Theaters Look Cheap, & Analyzing + Judging an Acquisition

01:42:05

Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolios, & Airlines Look Cheap

01:47:58

Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

02:00:05

Disney + Nelson Peltz, Carvana’s Fall, and Charlie Munger’s Top 3 Places to Find Stocks

01:51:11

Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

02:10:29

Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

02:01:58

The Best Warren Buffett Stock Screener, Q&A from Twitter, & Building Conviction in Your Investments

02:04:42

Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

01:47:08

Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

01:51:47

Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

02:17:20

Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

01:44:08

Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

02:03:21

S&P 500 is Down 25%, FAANG, Interest Rates, International Stocks & Other Questions from Twitter

01:57:09

Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

01:40:15

Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

01:57:04

Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

02:02:12

Favorite Buffett Lessons, Yield Curve, Inflation, Management, & Matching a Style to Your Personality

01:42:49

Fed Funds Rate, Inflation, FCF + Growth, Bargaining Power, & The Best Business Advantages

02:03:13

Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

02:22:09

Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

02:14:07

Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

02:17:58

Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

02:23:55

Value Stock vs. Value Trap: The Importance of Business Momentum

01:25:26

Recent Inflation Print, Bear Market, and Focusing on Settled Industries

02:05:04

Natural Gas, Inflation, and How Do You Know if Capital Allocation Has Created Value?

02:02:24

Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

02:03:10

Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

02:24:19

Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, & Buying Profitable Growth

01:49:41

Tech Crash, Stock-based Comp, Yield Curves, and Bank Stocks

02:48:33

Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

44:21

Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

01:06:46

Revisiting Geoff's Singular Diligence Writeups

44:27

Focusing in an Unfocused World

51:30

Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, & Valuing Growth

41:36

Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

51:47

Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

42:20

Warren Buffett's 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

01:19:12

Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

52:07

Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

48:41

Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

01:00:49

Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?"

54:50

Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

01:01:57

New Peloton CEO, Recent Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

31:14

Industry Analysis: Judging a company's market position in its industry

40:14

Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN