In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report. You can read this week’s newsletter here and get the full transcript of the podcast on our website.
Show Notes
00:00 - Introduction
00:33 - High pent-up demand for travel vs limited supply
02:42 - People are enjoying living and working nomadically
04:17 - Views on office space demand post-pandemic
04:37 - Domino’s pizza delivery vs aggregator services
08:31 - Supply chain bottlenecks may be starting to ease
09:55 - Nuggets from Buffett and Munger
The Transcript Podcast
We discuss key themes and thoughts from earnings calls
We discuss key themes and thoughts from earnings callsListen on
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The Transcript
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