The All-In Podcast
🚨🚨 e224 is LIVE!

featuring the incredible @TimJDillon

-- trump vs harvard

-- nvidia export controls

-- how dei killed hollywood

(0:00) the besties welcome tim dillon!

(6:56) nvidia h20 export controls and china's workarounds

(28:45) trump vs harvard

(57:04) hollywood's dei facade, thoughts on ai

(1:18:06) celebrity jeopardy update: friedberg is heading to the finals!

(1:26:44) science corner: mitochondrial therapy
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The All-In Podcast
Tim Dillon on joining the Besties: " I feel like I'm having a Zoom meeting with DOGE to prove what I've done in the last week." 🤣🤣🤣

" This is the last thing someone at the EPA sees. It's just these four guys."

@TimJDillon
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Finding Compounders
Free Cash Flow Investing : A value strategy https://t.co/m8wXT0i5Tn
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Finding Compounders
“Exceeding our customers expectations must be our strategy.”

Sam Walton writes about Exceeding Customer Expectations https://t.co/ZSBPIKMGtm
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Hidden Value Gems
Test your market knowledge:

The S&P 500 surged 10% on Wednesday last week (April 9) after President Donald Trump announced a 90-day pause on country-level “reciprocal” tariffs. Which of these dates saw a higher single-day rally?
A) March 24, 2020, when Congress was on the verge of passing a Covid stimulus package

B) October 28, 2008, when the US Treasury began its Troubled Asset Relief Program in an effort to stabilize financial markets in the wake of the Global Financial Crisis

C) January 3, 2001, in a “relief rally” following the dotcom collapse

D) March 24, 2000, during the height of the dotcom bubble
- A
- B
- D
- C
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Offshore
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Finding Compounders
Berkshire buy and hold strategy sets the standard https://t.co/M255fSL7fY
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Finding Compounders
Here is an interview Michael Porter , a professor at Harvard Business School, did with Value Investor Insight https://t.co/lT8IYzccUV
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Offshore
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Finding Compounders
Timeless advice from Charlie Munger: https://t.co/wVIRuc34mI
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