Larry Pitkowsky

Co-founder, managing partner, and portfolio manager at Goodhaven Capital Management, discussing investment strategy, housing and corporate holdings like Berkshire Hathaway.

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Dec 16, 2025 • 42min

Kushner’s Affinity Withdraws From Warner Bros. Takeover Battle

In this discussion, Felix Gillette reveals the complexities of Paramount's hostile bid for Warner Bros. and the implications for streaming giants like Netflix. R.C. Whalen shares concerning insights on the banking sector, highlighting hidden risks and the dynamics of private credit markets. Julia Pollak decodes the latest labor data, addressing the impact of federal changes and the need for aligning workforce education with AI advancements. Larry Pitkowsky outlines investment strategies, emphasizing the potential of Lennar and the strength of Berkshire Hathaway amid leadership transitions.

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