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. ٣ أبريل

    E23: AI's Impact on Constellation Software and Roper

    Answering questions on Constellation Software, Roper and AI's impact on software.

    ٤٦ د

  2. ٢٠ مارس

    E22: Berkshire Under Greg Abel, Anthropic vs Pentagon, Regulations Around New Betting Sites

    (00:00) - Intro (01:23) - Berkshire Hathaway Under Greg Abel (06:55) - Pentagon vs Anthropic (15:40) - Regulation surrounding betting (18:55) - Disclaimers This episode was recorded on March 4, 2026. If you have any questions or want to get in touch, please email us at info@gfiic.com!

    ٢٠ د

  3. ٢٦ فبراير

    E21: Expanding Our Portfolio, Increased Market Volatility, Business Quality vs Management

    (00:00) Intro (01:15) Expanded Portfolio (06:03) Increased Options Trading Activity and Market Volatility (17:45) Business Quality vs Management (20:33) Disclaimers

    ٢١ د

  4. ٠٢‏/١٢‏/٢٠٢٥

    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!

    ٢٧ د

  5. ٣٠‏/٠٩‏/٢٠٢٥

    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.

    ٢٤ د

  6. ٠٥‏/٠٦‏/٢٠٢٥

    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!

    ٤١ د

  7. ١٣‏/٠٥‏/٢٠٢٥

    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

    ٣٢ د

  8. ٢١‏/٠٣‏/٢٠٢٥

    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

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

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  • صناع العمل
    GFI Investment Counsel
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    © GFI Investment Counsel
  • موقع البرنامج على الويب
    Conversations at GFI

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