Episode #2
Weekly-ish Episode 2
Sep 19, 202629 minS2
Bonus Episode: Jeff and Donnie break down the market stories shaping Berkshire, Magnite, big tech regulation, and the next wave of AI opportunities.
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Episode #2
Bonus Episode: Jeff and Donnie break down the market stories shaping Berkshire, Magnite, big tech regulation, and the next wave of AI opportunities.
Episode #2
The UK market is often overlooked by investors — and that's exactly where the opportunity lies. In this episode, Jeff and Donnie talk with Jack Pailing, founder of the Shareholders Board and investor at Colebrooke Partners, about why quality UK businesses still trade at a discount, how market structure creates mispricing, and why Rightmove may have a stronger moat than many realize. The Shareholders Board is a community where every member is verified as a real person, built for discussing listed companies the way owners and thoughtful investors do. It was created because conversation about companies online, particularly in the UK, had drifted into anonymity and noise, and quality discussion deserved a home of its own. More info and signup at: https://theshareholdersboard.co.uk
VALUE Cville
The Value Cville Podcast introduces a new segment called the weekly-ish roundup, featuring Jeff and Donnie. They discuss recent data from AI, the impact of AI on the economy, and the potential of AI-generated . Takeaways AI's impact on the economy AI-generated music and its potential impact on the music industry Chapters 00:00 Introduction to the Weekly-ish Roundup 03:54 The Impact of AI on the Economy 28:48 AI-Generated Music and the Future of the Music Industry
Episode #1
Welcome back for Season 2! Explore the world of international value investing with our first guest of the season Rick Carew, former Wall Street Journal reporter and current Fordham finance professor. Listen in as he shares how to evaluate foreign companies, spot hidden opportunities, and navigate the unique risks of global markets.
Episode #14
<p>Join us as we delve into the world of Nintendo with Chance Butler, a former digital detective turned savvy investor. Discover how Chance's unique investigative skills uncover Nintendo's hidden value and strategic shifts that could redefine the gaming industry. From the launch of the Switch 2 to the expanding role of Nintendo's intellectual property in movies and theme parks, this episode reveals how these elements contribute to a resilient, high-margin ecosystem. Perfect for investors and gaming enthusiasts alike, this conversation offers insights into Nintendo's enduring appeal and future growth potential.</p>
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