Focused Compounding

Technology Podcasts

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Episodes

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

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

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

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

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

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

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

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

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

Ep 471. Howard Marks’ Memo: The Calculus of Value

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

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 464. Buffett’s Playbook: Past and Present

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock