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Rich Signals from Berkshire

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Manage episode 439770129 series 2500334
Contenido proporcionado por The Motley Fool. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Motley Fool o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.

(00:21) Jason Moser and Matt Argersinger discuss:

- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.

- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.

- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.

(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.

(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.

Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Dan Barbera

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1692 episodios

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Rich Signals from Berkshire

Motley Fool Money

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Manage episode 439770129 series 2500334
Contenido proporcionado por The Motley Fool. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Motley Fool o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.

(00:21) Jason Moser and Matt Argersinger discuss:

- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.

- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.

- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.

(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.

(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.

Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Dan Barbera

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1692 episodios

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