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Podcast episodes

Check latest episodes from Focused Compounding podcast

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

2025/12/07

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 business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 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 informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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

2025/11/12

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

2025/09/26

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

2025/09/05

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

2025/08/29

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 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 informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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

2025/08/22

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

2025/08/15

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

2025/08/08

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

2025/08/01

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

2025/07/28

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

2025/04/12

🔍 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 informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Ep 464. Buffett’s Playbook: Past and Present

2025/03/21

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

2025/02/28

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

2024/12/11

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

2024/11/08

JohnH777 2025/08/08

So glad you're back!

I love the show is weekly - please keep up the insightful market content.

LearnEveryday84 2024/05/09

Small investments need love too

Mega cap analysis and opinions on small cap businesses is awesome to have. Most small caps have less filings, data and financial numbers and have a ha...

Dunbelieveable 2024/11/19

Great podcast- to many Uh Um

Great guys. Some of the most knowledgeable guys doing a podcast. It would be great if he mentioned ideas he was passing up on. It’s a free country and...

JLegacy33 2023/11/04

Great stuff

Geoff and Andrew are simply the best creators of content for diligent individual investors. The podcast is a terrific resource and a wonderful way to...

WildlyFastWill7 2023/03/24

Better than most So Awesome

One of the best. Thank me later. So fantastic.

Big-daddy85 2023/01/21

The only podcast I never miss an episode of

If you have come to learn, you’ve found the right place. I love the new long form podcast from Geoff and Andrew. It’s the best form of journalism ther...

ismail i. 2022/02/18

Welcome welcome welcome

Super approachable hosts and awesome material

BrianRight 2022/11/11

Waaayyy too long

Would be awesome if it was shorter. I know their approach is long form, but even on double speed, it gets somewhat repetitive and too drawn out. I st...

Pinky1776 2021/10/18

The number one value investing podcast (At least in my book!)

Focused Compounding is the first value investing podcast I listened to and, in my humble opinion, it’s also the best value investing podcast. I love t...

Deezeezy 2021/05/22

Good

Useful explanations, very simple. Thanks guys. Gave 4 instead of 5 stats because can get a little boring and repetitive

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