Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
Focused Compounding18 Nov 2022

Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

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Twitter: @Focusedcompound

Email: info@focusedcompounding.com

Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.

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Avsnitt(478)

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

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29 Maj 52min

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

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15 Maj 50min

Ep 478. A-Z on IGV: Value Hunt in Software

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 Maj 1h 4min

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

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 Apr 35min

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

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 Apr 41min

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

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...

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

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

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12 Nov 202547min

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

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...

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