Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
00:00 Intro
00:50 Berkshire buying $GOOGL: AI revenue
06:35 Mag7 heavy capex
12:30 Circular nature of AI
16:27 Thoughts on the $NFLX / $WBD deal
29:00 $FISV / $LRN massive sell-off
43:00 Insurance business heading into 2026
45:50 Housing industry
51:00 Capital cycles
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
Important: Read our Disclaimer: https://focusedcompounding.com/discla...