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

1 tim 2 min‱22 augusti 2025

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Fler avsnitt av Focused Compounding

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Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
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Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
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Ep 478. A-Z on IGV: Value Hunt in Software
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Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
‱41 min
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
‱1 tim 2 min
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
‱47 min
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
‱1 tim 4 min
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
‱1 tim 2 min
Ep 471. Howard Marks’ Memo: The Calculus of Value
‱44 min

Focused Compounding med Andrew Kuhn and Geoff Gannon finns tillgÀnglig pÄ flera plattformar. Informationen pÄ denna sida kommer frÄn offentliga podd-flöden.