A growing archive of my live quarterly investment calls.

In each call, I discuss the portfolio, the most important developments across the businesses I own, changes in my investment theses, new research, mistakes and uncertainties, and whatever I believe matters most at the time.

Rather than reviewing every holding mechanically, the focus is on what has changed, what I’ve learned, and how my thinking is evolving as an investor.

New recordings will be added here after each quarterly call.