David Samra, Managing Director, breaks down the technology conglomerate Samsung, focusing on its profits from hardware components, vertical integration, dominance in the memory chip industry, the comparison between Samsung's chips and NVIDIA's chips, the growth of NVIDIA's AI chips and Samsung's capacity expansion, and the unique conglomerate structure and lessons for other businesses.

Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.