Focused Compounding Podcast Episodes Online | Radio and Podcast

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Focused Compounding Podcast Episodes Online | Radio and Podcast

Episodes

50 of 476 episodes

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

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insi...

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

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newslette...

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

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

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94:19Oct 4, 2024

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

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75:18Sep 13, 2024

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

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99:12Aug 23, 2024

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

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99:37Aug 16, 2024

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

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58:24Aug 11, 2024

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

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88:29Jul 17, 2024

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

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26:06Jun 25, 2024

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

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28:33May 29, 2024

Ep 452. Analyzing Debt: Optimal Capital Structures

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23:17May 24, 2024

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

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50:33May 21, 2024

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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68:02May 16, 2024

Ep 449. Focused Compounding's Plan for Parks! America

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the...

46:11May 10, 2024

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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36:15Apr 26, 2024

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

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36:08Apr 25, 2024

Ep 446. Energy Investing the Warren Buffett Way

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32:33Apr 24, 2024

Ep 445. Market Share and Profitability: Unraveling the Relationship

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29:43Apr 22, 2024

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

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20:50Apr 16, 2024

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

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36:29Apr 12, 2024

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

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37:55Apr 9, 2024

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

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36:52Apr 5, 2024

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

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39:32Apr 2, 2024

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

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28:00Mar 28, 2024

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

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34:11Mar 26, 2024

Ep 437. Outsider CEOs: John Malone and TCI

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34:08Mar 12, 2024

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

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31:46Mar 7, 2024

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

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31:34Mar 5, 2024

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

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46:50Feb 28, 2024

Ep 433. Les Schwab Pride in Performance: Keep It Going

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30:02Feb 22, 2024

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

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31:20Feb 15, 2024

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of t...

96:06Feb 13, 2024

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

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34:14Feb 9, 2024

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 h...

43:59Feb 6, 2024