
Ep 478. A-Z on IGV: Value Hunt in Software
May 1, 2026 - 64:26
Radio and PodcastLive Radio & Podcasts
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 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshire’s size is its own...
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter is an episode from Focused Compounding by Andrew Kuhn and Geoff Gannon. 00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital...
This episode belongs to Focused Compounding.
Use the player on this page to stream the episode online.
Published Apr 3, 2026, 41:17 long, audio available.
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 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshire’s size is its own prison 36:50 Takeaways 🔍 Want access to an event-driven monitor? Sign up here: 📰 Interested in our free weekly newsletter?
You can listen to Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter online on Radio and Podcast. Open the player on this page to stream the available audio.
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter is an episode from Focused Compounding by Andrew Kuhn and Geoff Gannon.
This episode is 41:17 long.
This episode was published on Apr 3, 2026.
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Yes. This page shows related episodes from Focused Compounding when more episodes are available from the podcast feed.
You can listen to Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter on this page when the episode audio is available from the podcast feed.
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter is from Focused Compounding by Andrew Kuhn and Geoff Gannon.
Published Apr 3, 2026 and 41:17 long