Additional Host
👤 PersonAppearances Over Time
Podcast Appearances
Like anything?
Like anything?
Like anything?
Yeah.
Yeah.
We will win.
We will win.
It is...
It is...
Now here it is, your moment of bed.
Now here it is, your moment of bed.
What do you think about the algorithms, like Renaissance and stuff like that?
What do you think about the algorithms, like Renaissance and stuff like that?
There's been a lot of discussion about Berkshire's investments in the Japanese trading houses.
There's been a lot of discussion about Berkshire's investments in the Japanese trading houses.
To the style point, another one that they covered was LVMH. What Arnaud has done has been amazing. So what do you make of that company?
To the style point, another one that they covered was LVMH. What Arnaud has done has been amazing. So what do you make of that company?
So what do you think? So there are categories like C's or like Hermes where brands lead to pricing power.
So what do you think? So there are categories like C's or like Hermes where brands lead to pricing power.
Why do you think there are extremely well-known brands in other categories, maybe packaged food or something?