Warren Buffett's swan song, we're changing our core portfolios & timing your investing

Equity Mates Investing Podcast · Nov 16, 2025 · 29m

Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward.

Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?

Also in this episode:

Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here.

And we answer a community question on how often to dollar-cost average

To run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.

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