Appears On
Episode Appearances
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“Spoke at Berkshire shareholder meeting; discussed railroad margins vs. industry peers”
Earnings Season Q1 2024 Performance and Estimates RevisionAI Infrastructure Capex and Economic Growth DriversSemiconductor Industry Demand Surge and Valuation Expansion
View Analysis