Focused Compounding

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

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May 15, 2026•51 min•Ep. 479

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

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May 01, 2026•1 hr 4 min•Ep. 478

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

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Apr 09, 2026•36 min•Ep. 477

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 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: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding...

Apr 03, 2026•41 min•Ep. 476

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 deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: ht...

Dec 07, 2025•1 hr 2 min•Ep. 475

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

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Nov 12, 2025•47 min•Ep. 474

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

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Sep 26, 2025•1 hr 4 min•Ep. 473

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

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Sep 05, 2025•1 hr 2 min•Ep. 472

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.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https:...

Aug 29, 2025•44 min•Ep. 471

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

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Aug 22, 2025•1 hr 2 min•Ep. 470

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

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Aug 15, 2025•1 hr 35 min•Ep. 469

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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Aug 08, 2025•1 hr 15 min•Ep. 468

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

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Aug 01, 2025•1 hr 11 min•Ep. 467

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

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Jul 28, 2025•1 hr 1 min•Ep. 466

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

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Apr 12, 2025•1 hr 3 min•Ep. 465

Ep 464. Buffett’s Playbook: Past and Present

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Mar 21, 2025•1 hr 4 min•Ep. 464

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

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Feb 28, 2025•1 hr 13 min•Ep. 463

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

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Dec 11, 2024•1 hr 15 min•Ep. 462

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

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Nov 08, 2024•1 hr 15 min•Ep. 461

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

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Oct 04, 2024•1 hr 34 min•Ep. 460

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

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Sep 13, 2024•1 hr 15 min•Ep. 459

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

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Aug 23, 2024•1 hr 39 min•Ep. 458

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

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Aug 16, 2024•1 hr 40 min•Ep. 457

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

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Aug 11, 2024•58 min•Ep. 456

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

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Jul 17, 2024•1 hr 28 min•Ep. 455

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

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Jun 25, 2024•26 min•Ep. 454

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

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May 29, 2024•29 min•Ep. 453

Ep 452. Analyzing Debt: Optimal Capital Structures

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May 24, 2024•23 min•Ep. 452

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

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May 21, 2024•51 min•Ep. 451

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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May 16, 2024•1 hr 8 min•Ep. 450

Focused Compounding

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