Dan Kent
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Appearances Over Time
Podcast Appearances
Last thing here on the doc, you just said Constellation Energy, not software.
Should I come back in the next week or two and do a recap of the Constellation shareholder meeting?
I was there in person with 400 other shareholders.
Yep, quite different.
Same types of folks though.
Similar types of M&A driven sidecar investors.
It's the same group.
So yeah, it's pretty cool.
All right, thanks for listening guys.
Appreciate it.
Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.
Yeah, I think it's this week.
Yeah.
Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.
Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.
This has to be one of the biggest quarters I've seen from this company in quite some time.
Yeah, and I think that is the really important setup for the episode today because Berkshire is almost the complete opposite of where a lot of investors' attention is right now.
So, I mean, we look to AI.
A lot of people are asking, how do I get access to OpenAI, Anthropic, Stripe, or other private companies before they go public?
And I do get it.