Rich Signals from Berkshire
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
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