
Join us as we discuss current events and investment topics. Learn more at: www.gfiic.com/
| Publishes | Infrequently | Episodes | 22 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

(00:00) - Intro
(01:23) - Berkshire Hathaway Under Greg Abel
(06:55) - Pentagon vs Anthropic
(15:40) - Regulation surrounding betting
(18:55) - Disclaimers
This episode was recorded on March 4, 2026.
If you have any questions or want to get in... more
(00:00) Intro
(01:15) Expanded Portfolio
(06:03) Increased Options Trading Activity and Market Volatility
(17:45) Business Quality vs Management
(20:33) Disclaimers
(01:30) - Trump's suggestion to change reporting frequency of public companies from quarterly to semi-annually.
(10:30) - Investor sentiment changes.
(16:30) - Oracle's most recent earnings release.
(22:50) - Disclaimers
If you have any questions... more
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The magic of this show is that you get to hear how the actual chief investment officer and his colleagues make investment decisions.
-The risks that they consider.
- What makes for a good business.
- Why they consider obsolescence risk so much.
It has always felt to me that the investment process is a black box, yet GFI opens up the kimono and it’s amazing to listen to it all.
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Apple Podcasts | #234 |
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