About this episode
00:00 Episode Overview
00:50 Chris Hohn Sells Microsoft and Buys Google
08:54 Bill Ackman Buys Microsoft and Sells Google
13:40 Dev Kantesaria Is Down -20% This Year
17:00 Berkshire Sells a LOT of Holdings
19:03 Terry Smith's Recent Performance Is Horrible
21:40 Pat Dorsey Is Buying Uber
23:30 Alta Rock Portfolio Bets Big On Amazon
24:15 Brad Gersner Bets Big on AI
25:00 Chuck Akre's Fund Will Struggle
26:40 Fail Of The Week: Waymo
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