Conversations at GFI

GFI Investment Counsel
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Join us as we discuss current events and investment topics. Learn more at: https://www.gfiic.com/

  1. 12/02/2025

    E20: AI Commoditization and Apple's Outsourcing Strategy, How We Use AI, Management's Guidance

    If you have any questions or feedback, email us at info@gfiic.com!

    27 min

  2. 09/30/2025

    E19: Pros and Cons of Quarterly Reporting, Investor Sentiment, Oracle's Recent Earnings Release

    (01:30) - Trump's suggestion to change reporting frequency of public companies from quarterly to semi-annually. (10:30) - Investor sentiment changes. (16:30) - Oracle's most recent earnings release. (22:50) - Disclaimers If you have any questions or feedback, email us at info@gfiic.com.

    24 min

  3. 06/05/2025

    E18: Booz Allen Hamilton, Yale Endowment Allocation, Is Uber Investable?, Our Use of A.I.

    (00:00) Intros (01:04) Discussing Booz Allen Hamilton (14:30) Are we at peak Yale endowment allocation? (27:15) Is Uber Investable? (33:30) Our use of A.I. (39:50) Disclaimers Email us your thoughts and questions at info@gfiic.com!

    41 min

  4. 05/13/2025

    E17: Warren Buffett's Retirement, Decline of Alcohol Consumption, Future of Google's Search Business, Saying No

    (00:00) - Opening + Intro (01:11) - Warren Buffett's retirement (05:10) - Decline of alcohol consumption (12:30) - Google's search business decline (24:41) - Ability to say no (31:05) - Disclaimers Email us any questions at info@gfiic.com

    32 min

  5. 03/21/2025

    E16: Trump's Economic Policies And Staying The Course During Uncertain Times

    (00:00) Opening + Intro (01:14) Impact of tariffs on global trade (11:53) Trump's territorial ambitions (15:40) U.S. stock market premium (20:05) Staying the course during periods of uncertainty (24:10) U.S. Bitcoin reserve (27:00) Self-dealing in government (30:25) Disclaimers

    31 min

  6. 01/28/2025

    E15: Our Recent Sell, Favourite Topics of 2024, Underperformance Of Legendary Investors

    (00:00) - Disclaimers (01:15) - Selling $AAPL (09:55) - Our favourite topics of 2024 (20:30) - Underperformance of legendary investors like Seth Klarman and David Einhorn. Have any questions or suggestions? Email us at info@gfiic.com!

    35 min

  7. 12/10/2024

    E14: Antitrust, AI's Impact on Investing, Compensation Plans to Incentivize Management

    (00:00) Intro (01:05) Antitrust (05:17) AI's Impact on Investing (15:20) Compensation Plan's Role in Incentivizing Management (25:11) Disclaimers Have any questions? Email us at info@gfiic.com!

    26 min

  8. 11/27/2024

    E13: Gell-Mann Amnesia, Colombian Gold Mine Plunder, Bell's Challenges

    (00:00) Intro (01:07) Gel-Mann Amnesia (08:26) Colombian Gold Mine Plunder (16:01) Bell's Challenges and Capital Allocation (26:58) Disclaimers Have any questions or suggestions? Email us at info@gfiic.com!

    28 min
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Join us as we discuss current events and investment topics. Learn more at: https://www.gfiic.com/

Information

  • Creator
    GFI Investment Counsel
  • Years Active
    2024 - 2025
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © GFI Investment Counsel
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    Conversations at GFI