Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...
29 Touko 52min
Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...
15 Touko 50min
Ep 478. A-Z on IGV: Value Hunt in Software
Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...
1 Touko 1h 4min
Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...
9 Huhti 35min
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 Berkshi...
3 Huhti 41min
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 bus...
7 Joulu 20251h 2min
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...
12 Marras 202547min
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...
26 Syys 20251h 3min
