Focused Compounding

By Andrew Kuhn and Geoff Gannon

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How many episodes does Focused Compounding have?

The podcast currently has 724 episodes available.

Focused Compounding episodes:

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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1h 3min
November 12, 2025 Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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48min
September 26, 2025 Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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1h 4min
September 05, 2025 Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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1h 2min
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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44min
August 22, 2025 Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
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1h 3min
August 15, 2025 Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
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1h 35min
August 08, 2025 Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
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1h 15min
August 01, 2025 Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
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1h 11min
July 28, 2025 Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
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...more
1h 1min

FAQs about Focused Compounding:

How many episodes does Focused Compounding have?

The podcast currently has 724 episodes available.

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