• Brett Schafer

Episode 104: Interview With Investment Talk

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Listen on:

  1. Spotify

  2. Apple Podcasts

Debriefing

  1. Clickbait nonsense aside, it was an all-around solid Buffett letter this year and highlights what Berkshire is doing with its money (investing in the energy business and buying back stock). If they can reduce the share count by 5% a year, watch out…

  2. Wal-Mart is betting big on a consumer fintech subsidiary (or joint-venture). Seems like a great way to keep money within its ecosystem, especially with its core customer base in middle America.

  3. We briefly touched on the ARK Invest liquidity discussion. By no means do we think the ETF is guaranteed to blow-up, but the risks management is taking seem unwise from us outsiders. Who knows what will happen though.

  4. The interview with IT was great. Covered PayPal and Match Group in great detail. He is clearly an expert on both companies.

Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.

#InvestmentTalk #MatchGroup #PayPal

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