Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

1

Introduction

00:00 • 3min

2

The Slow Decline of Inflation in the Economy

02:59 • 2min

3

The Fed's Role in Predicting Inflation

04:52 • 4min

4

The Effect of Globalization on Inflation

09:02 • 3min

5

The Case for a Softish Landing in Inflation

12:22 • 2min

6

Buffett's Recent Purchases

14:26 • 2min

7

The Effects of Merger Arbitrage on Shareholders

16:09 • 2min

8

Why Buffett Owned Paramount

17:54 • 5min

9

Paramount's Share Structure

23:17 • 3min

10

Buffett's Interest in Paramount

26:41 • 3min

11

Why Amazon Should Be Split Up and Sold Off

30:08 • 3min

12

Amazon's Consideration of Buying a Movie Studio

33:23 • 3min

13

Amazon's Most Successful Project

36:15 • 5min

14

The Inertia of Amazon Web Services

40:57 • 2min

15

The Future of Content Delivery

43:24 • 3min

16

The Importance of Streaming Movies

46:10 • 6min

17

Nintendo's Zelda Movie

51:43 • 2min

18

Buffett's 13F: Why He Is Selling Down Chevron

53:14 • 2min

19

Todd Combs' at Home Podcast

55:40 • 2min

20

Warren Buffett on Investing in Banks

57:34 • 5min

21

The Importance of Concentration in Business

01:02:38 • 4min

22

The Importance of Asymmetry in Risk Management

01:06:19 • 4min

23

The Importance of Focus Compounding

01:10:19 • 2min

24

How to Find Time to Read Books

01:12:20 • 5min

25

How to Be a Better Investor

01:17:35 • 3min

26

How to Listen to Earnings Transcripts of Regional Banks

01:21:02 • 4min

27

How to Calculate Oil Prices

01:25:22 • 4min

28

The Risks of Streaming in the Movie Industry

01:29:42 • 3min

29

Avoiding Short Term Investing

01:32:35 • 2min

30

The Importance of History

01:34:27 • 2min

31

The History of a Company's Share Number

01:36:00 • 2min

32

The Importance of a Good Narrative in Stock Presentations

01:37:49 • 3min

33

The Importance of Taking Over a Portfolio

01:40:33 • 3min

34

Why Buffett Joined Berkshire

01:43:14 • 2min

35

The Trade-Off Between Public Interest and Private Life at Berkshire

01:45:28 • 3min

36

The Appeal of Buffett and Berkshire Hathaway

01:48:25 • 5min

37

The Importance of Personality in Investing

01:53:18 • 2min

38

The Power of Personality in a Money Manager

01:55:00 • 6min