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Recorded on: May 6, 2026
This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.
0:00…
Recorded on: May 6, 2026
This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.
0:00- Introduction
2:14- High valuations for AI-adjacent names
11:48- Google’s AI update
21:15- Apple’s strong results
24:49- Greg Abel at the Berkshire AGM
28:53- Berkshire’s capital allocation changes
Recorded on: May 6, 2026
This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.
0:00…
