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 · BBC · Nov 13
Huang abruptly quit on Thursday as head of one of the world's most valuable companies after revelations of alleged extramarital affairs.
BBCNov 12
Chief financial officer Colette Kress in in charge of Nvidia for now, but several others are in the frame as potential successors.
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.
David Senra
Biographies of history’s great builders. Learn to judge management.
Shane Parrish
Mental models and decision-making, in the spirit of Charlie Munger.
Ted Seides
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.