Focused Compounding

By Andrew Kuhn and Geoff Gannon

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4.8

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FAQs about Focused Compounding:

How many episodes does Focused Compounding have?

The podcast currently has 726 episodes available.

Focused Compounding episodes:

April 09, 2026 Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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36min
April 03, 2026 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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42min
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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🐦 Twitter: @Focusedcompound
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1h 35min
August 08, 2025 Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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1h 15min

FAQs about Focused Compounding:

How many episodes does Focused Compounding have?

The podcast currently has 726 episodes available.

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