Business

Focused Compounding

by Andrew Kuhn and Geoff Gannon

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Latest episodes

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

May 29, 2026 · 52 min

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer…
Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

May 15, 2026 · 51 min

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer…
Ep 478. A-Z on IGV: Value Hunt in Software

May 1, 2026 · 1 hr 4 min

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer…
Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

April 9, 2026 · 36 min

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer…
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

April 3, 2026 · 41 min

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…

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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

December 7, 2025 · 1 hr 2 min

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

November 12, 2025 · 47 min

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

September 26, 2025 · 1 hr 4 min

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

September 5, 2025 · 1 hr 2 min

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Ep 471. Howard Marks’ Memo: The Calculus of Value

August 29, 2025 · 44 min

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

August 22, 2025 · 1 hr 2 min

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

August 15, 2025 · 1 hr 35 min

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About the show

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...