New 52-minute pod with Druck just dropped youtube.com/watch?v=-5Weeo…

Christmas giveaway! We are giving away three signed copies of Brett G’s fantastic book, Buffett’s Early Investments. Perfect for holiday reading! To participate: 📚Like & Retweet 📚Follow us (so we can contact you) The winners will be announced on December 11.

I’m currently at the Berkshire AGM in Omaha I will share the key takeaways with you live:

Warren Buffett dejará de ser el CEO de Berkshire Hathaway al final de 2025. Estas son algunas de las lecciones más valiosas que nos ha dejado durante todos estos años: microvalue.es/lecciones-warr…

Summer giveaway! Incredible to meet Will Thorndike, who signed two hardcovers of his classic title 'The Outsiders' for you, dear podcast listeners. To win one of the books: 📚 Like & Retweet 📚 Follow us (so we can contact you) The two winners will be announced on June 11.

The 9 founders of these Japanese companies

🚨 JUST IN. Anthropic gave Claude $1000 to run a shop. It lost money every single day. But that's not the crazy part. It rejected 566% profit margins and gave away inventory while claiming to wear business clothes. If you think AI will replace workers, you need to see this:

Last week it was 5 years since I published my first investment thesis on Georgia Capital $CGEO. It was trading at 372p. Today, it's at 2350p. In between, we've had COVID, the Nagorno-Karabakh conflict, the Ukraine war, and the post-election protests. What an amazing journey😃

As promised, my book Underground is finally available in English. Already in its 2nd edition in Spanish—hoping to repeat the success. I talk about Filo success, illegal gold price in Colombia, Chinese rare earths, lithium boom and more. Thank you all for the support! :)

1/ With the upcoming $IMAX Investor Day I don't have much to add to the brilliant analyses by Dylan Marrello and Michael Fritzell (Asian Century Stocks) on the business and the event potential. My additional points are focused on the poor governance and mistreatment on minority shareholders of $1970.HK.