Conversations at GFI

E23: AI's Impact on Constellation Software and Roper

Answering questions on Constellation Software, Roper and AI's impact on software.

E22: Berkshire Under Greg Abel, Anthropic vs Pentagon, Regulations Around New Betting Sites

(00:00) - Intro (01:23) - Berkshire Hathaway Under Greg Abel (06:55) - Pentagon vs Anthropic (15:40) - Regulation surrounding betting (18:55) - Disclaimers This episode was recorded on March 4, 2026. If you have any questions or want to get in touch, please email us at info@gfiic.com!

E21: Expanding Our Portfolio, Increased Market Volatility, Business Quality vs Management

(00:00) Intro (01:15) Expanded Portfolio (06:03) Increased Options Trading Activity and Market Volatility (17:45) Business Quality vs Management (20:33) Disclaimers

E20: AI Commoditization and Apple's Outsourcing Strategy, How We Use AI, Management's Guidance

If you have any questions or feedback, email us at info@gfiic.com!

E19: Pros and Cons of Quarterly Reporting, Investor Sentiment, Oracle's Recent Earnings Release

(01:30) - Trump's suggestion to change reporting frequency of public companies from quarterly to semi-annually. (10:30) - Investor sentiment changes. (16:30) - Oracle's most recent earnings release. (22:50) - Disclaimers If you have any questions or feedback, email us at info@gfiic.com.