Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
Discussed this week:
Recapping the Berkshire Hathaway Annual Meeting
Discussion on Shopify earnings
Debate on how to properly analyze sales and marketing spend
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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 show.