About this episode

The episode discusses AI capital expenditures, the NFLX/WBD deal, and the FISV/LRN sell-off, along with insights into the insurance and housing industries.

00:00 Intro00:50 Berkshire buying $GOOGL: AI revenue06:35 Mag7 heavy capex12:30 Circular nature of AI16:27 Thoughts on the $NFLX / $WBD deal29:00 $FISV / $LRN massive sell-off43:00 Insurance business heading into 202645:50 Housing industry51:00 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: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

People in this episode

Hosts: Andrew Kuhn, Geoff Gannon

Topics covered

• AI revenue
• NFLX/WBD deal
• FISV/LRN sell-off
• insurance business
• housing industry
• capital cycles

Keywords

• AI
• capital expenditures
• NFLX
• WBD
• FISV
• LRN
• insurance
• housing
• capital cycles

Mentioned in this episode

Organizations: Berkshire, $GOOGL, $NFLX, $WBD, $FISV, $LRN, QuickFS

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