When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets, doesn’t really fit the mold. Today, though, Matt, Jon, and Tyler take a closer look at why Berkshire is buying this Milan-based business and why it may be closer to the prototypical Berkshire business. Plus, emptying the analyst notebook on earnings and distressed debt is hitting neoclouds

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Tyler Crowe, Jon Quast, and Matt Frankel discuss:
- Bank of America’s earnings and money laundering fine
- Fastenal’s earnings, a true hidden gem
- The business behind Bending Spoons
- Why Berkshire is buying more of this lesser known stock
- Coreweave’s debt falls into junk territory. Who’s next?

Companies discussed: JPM, BAC, TD, WFC, FAST, BSP, BRK.B, TRIP, YELP, CRWV, NBIS, ORCL, APLD, DELL, DOCN,

Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd

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