Focused Compounding

Andrew Kuhn and Geoff Gannon•focusedcompoundinginvest.podbean.com

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

Last refreshed: September 5th, 2025 at 9:25 PM

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Episodes

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

🔍 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: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla......

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: [email protected] Important: Read our Disclaimer: https:...

Aug 29, 2025•44 min•Ep. 471

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

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

Aug 15, 2025•1 hr 35 min•Ep. 469

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Aug 08, 2025•1 hr 15 min•Ep. 468

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

Aug 01, 2025•1 hr 11 min•Ep. 467

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

Jul 28, 2025•1 hr 1 min•Ep. 466

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 12, 2025•1 hr 3 min•Ep. 465

Ep 464. Buffett’s Playbook: Past and Present

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Mar 21, 2025•1 hr 4 min•Ep. 464

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Dec 11, 2024•1 hr 15 min•Ep. 462

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Nov 08, 2024•1 hr 15 min•Ep. 461

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Oct 04, 2024•1 hr 34 min•Ep. 460

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Aug 16, 2024•1 hr 40 min•Ep. 457

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Aug 11, 2024•58 min•Ep. 456

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Jun 25, 2024•26 min•Ep. 454

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

May 29, 2024•29 min•Ep. 453

Ep 452. Analyzing Debt: Optimal Capital Structures

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

May 24, 2024•23 min•Ep. 452

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

May 21, 2024•51 min•Ep. 451

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

May 16, 2024•1 hr 8 min•Ep. 450

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 Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Fo...

May 10, 2024•46 min•Ep. 449

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 26, 2024•36 min•Ep. 448

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 25, 2024•36 min•Ep. 447

Ep 446. Energy Investing the Warren Buffett Way

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 24, 2024•33 min•Ep. 446

Ep 445. Market Share and Profitability: Unraveling the Relationship

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 22, 2024•30 min•Ep. 445

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 16, 2024•21 min•Ep. 444

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

🔍 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: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. D...

Apr 12, 2024•36 min•Ep. 443

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