Focused Compounding

By Andrew Kuhn and Geoff GannonBusiness Investing

Focused Compounding episodes

May 29 Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
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53 min
May 15 Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
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51 min
May 01 Ep 478. A-Z on IGV: Value Hunt in Software
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1 hr 5 min
April 09 Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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36 min
April 03 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
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42 min
December 07, 2025 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
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1 hr 3 min
November 12, 2025 Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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48 min
September 26, 2025 Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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1 hr 4 min
September 05, 2025 Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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1 hr 2 min
August 29, 2025 Ep 471. Howard Marks’ Memo: The Calculus of Value
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
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44 min