Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
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Focused Compounding
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...
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20 of 478 episodesEp 479. A-Z on IGV: Value Hunt in Software (C-E)
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Ep 478. A-Z on IGV: Value Hunt in Software
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Ep 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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