Ep 478. A-Z on IGV: Value Hunt in Software
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Focused Compounding
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value inve...
Focused Compounding Podcast Guide
Listen to Focused Compounding, a Business podcast by Andrew Kuhn and Geoff Gannon. Stream 476 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 476 episodesEp 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshi...
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD...
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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Ep 471. Howard Marks’ Memo: The Calculus of Value
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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
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Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
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Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
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Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
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Ep 464. Buffett’s Playbook: Past and Present
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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
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Questions About Focused Compounding
Where can I listen to Focused Compounding episodes?
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What is Focused Compounding about?
Focused Compounding is listed as a Business show. The show language is listed as English.
How many Focused Compounding episodes are listed?
This page lists 476 episodes for Focused Compounding. More episodes are available from the View more button when the list continues.
Quick Answers About Focused Compounding
Where can I listen to Focused Compounding?
You can listen to Focused Compounding episodes on this page by opening an episode and using the site player.
What type of podcast is Focused Compounding?
Focused Compounding is listed as a Business show by Andrew Kuhn and Geoff Gannon.
How many episodes are available?
This page lists 476 episodes for Focused Compounding where feed data is available.