
Hosted by The Wise Investor Group · EN

Simon discusses the impact of higher interest rates on stock valuations and how there will be greater performance divergence when not "everyone gets a trophy". He also discusses the recent treasury yield curve inversion and the rout in bonds. He brings on Ann Summerson to review the important facets of the Secure Act and what is proposed in Secure Act 2.0 legislation. Companies mentioned in this episode include FB, GOOGL, AAPL, AMZN, ZM, DOCU, NFLX, NVDA, CRM, and MSFT.

On this week's show, The Wise Investor Group discuss the differences between pro forma earnings and GAAP. Additionally, they discuss the intrinsic value of Berkshire Hathaway. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

On this week's show, The Wise Investor Group discuss Buffet's annual shareholder letter. Focused on how Berkshire's book value and intrinsic value are understated and ultimately should drive the share price higher. Additionally, they briefly discuss Harley Davidson and Time Warner. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.