Lead · Financial Times · 4h ago
Bessent says Nvidia needs ‘shake-up’ with external CEO
US Treasury secretary demands to know if chipmaker is complying with restrictions on exports to China
The Wire · News & listening
Headlines from the major business desks, tagged by what matters to a long-term owner: capital allocation, management, earnings, distress. Then the long-form shows that teach how great businesses are built.
The listening room
Fresh episodes from the shows value investors actually finish. Links open the publisher’s page. We don’t host or re-publish audio.
Lead · Financial Times · 4h ago
US Treasury secretary demands to know if chipmaker is complying with restrictions on exports to China
CNBCNov 9
Boeing has been working to stabilize production rates of its bestselling 737 Max planes, which are made outside of Seattle.
Ben Gilbert & David Rosenthal
Multi-hour histories of great companies: how the moat was actually built.
Colossus
One business per episode, dissected by an investor who owns or studied it.
Patrick O’Shaughnessy
Long conversations with investors and operators about how they think.
Columbia Business School
From the home of Graham & Dodd: conversations with the great value investors.
The Investor’s Podcast Network
Buffett, Munger and value-investing fundamentals, made approachable.
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Biographies of history’s great builders. Learn to judge management.
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Mental models and decision-making, in the spirit of Charlie Munger.
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Inside the endowments, family offices and managers who allocate capital.
Bloomberg
The plumbing of markets and the economy, explained by the people who run it.