EPISODE · May 7, 2025 · 1H 3M

Buffett & Revenge of the Datacenters

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

(01:14) Upcoming Event in New York with Oliver Wright.(02:35) Buffett's Departure and Market Impact(05:04) Market Analysis(12:45) Investment Ideas and Strategies(26:12) Buffett's Favorite Stocks: Insurance and More(34:21) Market Share and Demographics(34:50) Investing in Quality Compounders(35:55) Analyzing Restaurant Stocks(37:57) Small Cap Value Opportunities(38:54) Breaking Bad and El Pollo Loco(44:41) International Small Cap Investments(50:43) Trade Deficits and Tariffs Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

What this episode covers

Ram Ahluwalia, CIO at Lumida Wealth, hosts this episode of Non-Consensus Investing, where he delves deep into alternative investments and market strategies. Ram discusses Warren Buffett's recent departure from Berkshire Hathaway and its implications, highlights on bifurcated markets, and the impact of coming due five-year money. He also sheds light on undervalued small cap opportunities and offers investment insights using real-time AI tools.

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This episode is 1 hour and 3 minutes long.

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This episode was published on May 7, 2025.

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