Simply Sarbit podcast

36:30

It’s no joke… We recorded this episode on April 1st, just 24 hours before Donald Trump’s Liberation Day. Because of that, Darren and Larry thought it would be wise to discuss the history of tariffs. They also talked about I, Pencil and Milton Friedman ’s take on tariffs. And hang in, we will be back soon with updates!…

Simply Sarbit

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Are you a Speculator or an Investor? 36:17

10 weeks ago36:17

36:17

In his 2024 annual letter to shareholders, Warren Buffett warned that today's stock market increasingly resembles gambling, with Wall Street profiting while everyday investors chase quick wins through trading apps. As Larry and Darren point out, this creates a big problem... A new type of addict is showing up at Gamblers Anonymous meetings across the country: investors hooked on the market’s riskiest trades.…

Simply Sarbit

1
The E.J. Korvette story... go Ferkauf! 35:17

13 weeks ago35:17

35:17

There's a lot to be learned, not just from success, but there's a lot to learn from failure and ideally other people's failure. And here's a great example... this business has been gone since the '80s, but was a very successful business from the '50s through to the '80s. This is the story of E.J. Korvette .…

Simply Sarbit

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A is for Apple 34:08

17 weeks ago34:08

34:08

As Darren and Larry work their way through analyzing companies in the S&P 500, known as the Magnificent Seven, they stop off at the Apple store and look at this consumer electronics luxury brand.

Simply Sarbit

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Low Prices – Fast Shipping – Millions of Items 38:09

20 weeks ago38:09

38:09

Darren and Larry discuss Amazon as a "wonderful business" using Warren Buffett's criteria. They highlight Amazon's rapid growth from selling books in 1995 to its current dominance, emphasizing Jeff Bezos's long-term vision and customer-centric approach. Amazon's moat includes its extensive distribution network, Prime membership, and innovative services like Kindle and Alexa. They also discuss Amazon's potential in new sectors and its significant influence through lobbying and the Washington Post.…

Simply Sarbit

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Larry knows the Alphabet 32:46

23 weeks ago32:46

32:46

Larry and Darren discuss the characteristics of a "wonderful business" using Alphabet as a case study. They highlight the importance of management, trust, and a significant barrier to entry, or "moat." The conversation sets the stage for analyzing other companies in the S&P 500, known as the Magnificent Seven, to understand their investment potential and risks.…

Simply Sarbit

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Introducing Simply Sarbit 33:35

25 weeks ago33:35