Focused Compounding Podcast Por Andrew Kuhn and Geoff Gannon arte de portada

Focused Compounding

Focused Compounding

De: Andrew Kuhn and Geoff Gannon
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/Copyright 2021 All rights reserved. Economía Finanzas Personales
Episodios
  • Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

    Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
    Apr 3 2026

    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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    41 m
  • Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

    Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
    Dec 7 2025

    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 h y 2 m
  • Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

    Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
    Nov 12 2025

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    47 m
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