Focused Compounding

Focused Compounding

Por: Andrew Kuhn and Geoff Gannon
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473 episodios disponibles

Latest episodes of the podcast Focused Compounding

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown 07/12/2025
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter 12/11/2025
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates? 26/09/2025
Ep 472. Moats in Commodities: Why Some Price Takers Win Big 05/09/2025
Ep 471. Howard Marks’ Memo: The Calculus of Value 29/08/2025
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves 22/08/2025
Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing 15/08/2025
Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation 08/08/2025
Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance 01/08/2025
Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett 28/07/2025
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? 12/04/2025
Ep 464. Buffett’s Playbook: Past and Present 21/03/2025
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders 28/02/2025
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices 11/12/2024
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 08/11/2024
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 04/10/2024
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 13/09/2024
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 23/08/2024
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 16/08/2024
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 11/08/2024
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