Tracking Berkshire's Portfolio + Your Questions!

0:00 Introduction 1:14 The Tyson/Paul event on Netflix 5:57 What Trump means for your portfolio? 14:18 Tracking Berkshire Hathaway's portfolio 25:09 Live Nation's blowout demand 34:49 Mailbag- Managing risk in the portfolio 38:20 Mailbag- Constellation spinoffs 41:11 Mailbag- Brookfield Wealth solutions 43:47 Mailbag- Position sizing A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then it the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode.

Om Podcasten

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.