James Early

Coming to the Berkshire Hathaway meeting in Omaha? I'll be speaking (along with Whitney Tilson, David Kaas, Blu Putnam, Pieter Slegers, Brian Feroldi, Enrique Abeyta) at 4pm event at the Omaha Hilton. Use the code 5/2BUFFETT to get 20% off tickets). luma.com/8bjknnhd?ref=c…

Here is the link: youtube.com/watch?v=C7oRLp…

And now for something totally different. Free sign up.

@gnoble79 Looking forward to it, George!

"How long can this AI rally realistically continue?" "Is this current pace of spending by $MSFT $AMZN and $GOOGL actually sustainable?" "Are #OpenAI's recent 'circular deals' with $NVDA and $AMD brilliant or foolish?" "Are the US and China breaking up or are they getting back together (in their trade relationship)?" "And are things finally turning back around at $TSLA?" Grab a coffee and join me as a guest on @JamesEarly_'s @curiafinancial livestream in exactly one hour. We'll tackle these investing-related questions, while also giving you plenty of puns and Dad jokes to get your weekend started on the right foot! youtube.com/watch?v=CriIYs…

@7Innovator Looking forward to it, Simon!

I am running for mayor of New York City. I am the only change candidate in the Democratic primary – the only one with a business background, and the only one who isn’t a career politician. Check out my launch video:

youtu.be/cgcULMY1AIg?si… I really enjoyed chatting with James Early from BBAE this week about the beleaguered, bashed-up and completely misunderstood Paycom. $PAYC. Tune in!

Late to posting, but I jumped on BBC's Wake Up to Money last week to talk about the whiplash in US markets. bbc.co.uk/sounds/play/m0…

@enriqueabeyta @BBAEPro Inspired by your trading idea, Enrique!

Good article on $NVDA from my friend @JamesEarly_ @BBAEPro bbae.com/blog/nvidia-is…

The PM shouldn’t have let this happen. Journalist Cheng Lei has been targeted by Chinese officials. She was blocked during a press event in Canberra. But Anthony Albanese says he didn’t see it happen. Listen to Ben’s comments HERE. 🎧omny.fm/shows/ben-ford…🎧

@7Innovator @BBAEPro It was fun, Simon!

Had lots of fun chatting about Tesla $TSLA last week with @BBAEPro's Chief Investment Officer @JamesEarly_! youtube.com/watch?v=eZBwn1…

I really enjoyed this conversation with @JamesEarly_ in Omaha. Here are the key points: - I sponsor breakfast sessions at the Berkshire Hathaway annual meeting and write about non-investing topics like family, parenting, and Stoic philosophy in my book "Soul in the Game" and blog articles because I feel there's more to life than just investing. I get a lot of joy and satisfaction from interacting with my readers on these topics. It has become a very important part of my life. - I consider myself a student of life who receives enormous satisfaction from learning new things and creating my own philosophy in the process. - I write about topics that interest me and benefit others, but I wouldn't write about something if it didn't interest me. For example, I love classical music, so I write about it to learn more. - Regarding Warren Buffett's investing success, I believe he benefited from the float from his insurance companies, which provided great leverage and amplified his returns. - I think there will be a renaissance of stock picking because it's easier to compete when others are buying stocks indiscriminately, like with ETFs and index funds, which is "dumb money" doing little value in stocks. - Thoughtful research will pay off in the future because more indexing means less discrimination between good and bad companies. I'm pro-indexing because it makes my job as an investor easier. - Regarding AI companies, I think it's difficult to figure out who the winners will be, similar to the dot-com boom where many companies seemed hot but only a few survived. I don't feel the need to make money on AI specifically, as long as I can make money on something else. I only need to own about 25 stocks, not every stock. If some of those are AI stocks, great, but if not, that's fine too. Learn more about investing here: investor.fm/signup-for-art…

@jagolinzer For perspective, DJT has about the same revenue as one busy McDonald's, or one and a half 7-Eleven stores.

Avoiding Red Flags in Company Footnotes (with Michelle Leder) bbae.com/blog/avoiding-…

Interview with a Stone-Cold Money Maker bbae.com/blog/interview…

@StockMarketNerd @BBAEPro Looking forward to it, Brad!

Chatting through a few investment cases on Wednesday with @BBAEPro at 8:00 PM EST Link to sign up is below. 🙂bbae.com/2024-3-big-que…

Grateful to have the chance to speak with Madison Mills on Yahoo! Finance about China -- and about US tech stocks.

Back to business! Talking to @JamesEarly_ & @thewritesush on #Businessmatters @bbcworldservice 🇨🇳 🇺🇸 China-US trade relations 🪙 SBF denies fraud ☑️ X pay plan & more Team @GbolahanMacjob @ahmedhassanbbc @JamesWickham @irishjourno 27/10/23 bbc.co.uk/sounds/play/w1…