Focused Compounding

Andrew Kuhn and Geoff Gannon
  • 4.7 (41)
  • INVESTING

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

  1. 1D AGO

    Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

    00:00 Intro 01:15 First impressions of the letter 07:50 Gregโ€™s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshireโ€™s 2025 performance 29:40 Equity investments 34:10 Berkshireโ€™s size is its own prison 36:50 Takeaways ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    41 min

  2. 2025-12-07

    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 ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    1h 2m

  3. 2025-11-12

    Ep 474. Buffettโ€™s Thanksgiving Letter and Berkshireโ€™s Next Chapter

    ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    47 min

  4. 2025-09-26

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

    ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    1h 4m

  5. 2025-09-05

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

    ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    1h 2m

  6. 2025-08-29

    Ep 471. Howard Marksโ€™ Memo: The Calculus of Value

    https://www.oaktreecapital.com/insights/memo/the-calculus-of-value ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    44 min

  7. 2025-08-22

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

    ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    1h 2m

  8. 2025-08-15

    Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AIโ€™s Disruption of Investing

    ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

    1h 35m
See All (474)

Hosts & Guests

4.7
out of 5
41 Ratings

About

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Information

  • Creator
    Andrew Kuhn and Geoff Gannon
  • Years Active
    2018 - 2026
  • Episodes
    474
  • Rating
    Clean
  • Copyright
    ยฉ Copyright 2021 All rights reserved.
  • Show Website
    Focused Compounding

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