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Focused Compounding
Focused Compounding

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

52 min‱29 maj 2026

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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

36 min

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

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

1 tim 2 min

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