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Focused Compounding

Andrew Kuhn and Geoff Gannon

QuickFS Link: Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find rese...

Episodes

20 of 478 episodes

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focus...

52:14May 29, 2026

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focus...

50:41May 15, 2026

Ep 478. A-Z on IGV: Value Hunt in Software

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focus...

64:26May 1, 2026

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focus...

35:36Apr 9, 2026

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...

41:17Apr 3, 2026

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...

62:04Dec 7, 2025

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

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47:14Nov 12, 2025

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

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63:37Sep 26, 2025

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

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61:40Sep 5, 2025

Ep 471. Howard Marks’ Memo: The Calculus of Value

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43:31Aug 29, 2025

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

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62:27Aug 22, 2025

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

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94:33Aug 15, 2025

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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74:57Aug 8, 2025

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

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70:40Aug 1, 2025

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

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60:42Jul 28, 2025

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

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62:55Apr 12, 2025

Ep 464. Buffett’s Playbook: Past and Present

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63:45Mar 21, 2025

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

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72:49Feb 28, 2025

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

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74:36Dec 11, 2024

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

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75:20Nov 8, 2024