Podcast

Focused Compounding

Author: Andrew Kuhn and Geoff Gannon
Feed episode count: 478
Official site: https://focusedcompoundinginvest.podbean.com
RSS: https://feed.podbean.com/focusedcompoundinginvest/feed.xml
JSON: /v1/public/podcasts/focused-compounding-608401
Markdown: /podcast/focused-compounding-608401.md

Summary

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members-only site 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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Episodes

May 29, 2026 · not_requested

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

Duration seconds: 3134
Source: https://focusedcompoundinginvest.podbean.com/e/ep-480-a-z-on-igv-value-hunt-in-software-f-m/

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May 15, 2026 · not_requested

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

Duration seconds: 3041
Source: https://focusedcompoundinginvest.podbean.com/e/ep-479-a-z-on-igv-value-hunt-in-software-c-e/

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May 1, 2026 · not_requested

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

Duration seconds: 3866
Source: https://focusedcompoundinginvest.podbean.com/e/ep-478-a-z-on-igv-value-hunt-in-software/

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Apr 9, 2026 · not_requested

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

Duration seconds: 2136
Source: https://focusedcompoundinginvest.podbean.com/e/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/

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Apr 3, 2026 · not_requested

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

Duration seconds: 2477
Source: https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/

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Dec 7, 2025 · not_requested

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

Duration seconds: 3724
Source: https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/

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Nov 12, 2025 · not_requested

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

Duration seconds: 2834
Source: https://focusedcompoundinginvest.podbean.com/e/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/

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Sep 26, 2025 · not_requested

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

Duration seconds: 3817
Source: https://focusedcompoundinginvest.podbean.com/e/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/

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Sep 5, 2025 · not_requested

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

Duration seconds: 3700
Source: https://focusedcompoundinginvest.podbean.com/e/ep-472-moats-in-commodities-why-some-price-takers-win-big/

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Aug 29, 2025 · not_requested

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

Duration seconds: 2611
Source: https://focusedcompoundinginvest.podbean.com/e/ep-471-howard-marks-memo-the-calculus-of-value/

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Aug 22, 2025 · not_requested

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

Duration seconds: 3747
Source: https://focusedcompoundinginvest.podbean.com/e/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves/

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Aug 15, 2025 · not_requested

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

Duration seconds: 5673
Source: https://focusedcompoundinginvest.podbean.com/e/ep-469-investor-qa-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing/

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Aug 8, 2025 · not_requested

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Duration seconds: 4497
Source: https://focusedcompoundinginvest.podbean.com/e/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation/

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Aug 1, 2025 · not_requested

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

Duration seconds: 4240
Source: https://focusedcompoundinginvest.podbean.com/e/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance/

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Jul 28, 2025 · not_requested

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

Duration seconds: 3642
Source: https://focusedcompoundinginvest.podbean.com/e/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett/

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Apr 12, 2025 · not_requested

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

Duration seconds: 3775
Source: https://focusedcompoundinginvest.podbean.com/e/ep-465-massive-sell-off-sparked-by-tariffs-oil-crash-and-interest-rates-%e2%80%94-what-now/

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Mar 21, 2025 · not_requested

Ep 464. Buffett’s Playbook: Past and Present

Duration seconds: 3825
Source: https://focusedcompoundinginvest.podbean.com/e/ep-464-buffett-s-playbook-past-and-present/

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Feb 28, 2025 · not_requested

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

Duration seconds: 4369
Source: https://focusedcompoundinginvest.podbean.com/e/ep-463-key-takeaways-from-warren-buffetts-2024-letter-to-berkshire-shareholders/

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Dec 11, 2024 · not_requested

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

Duration seconds: 4476
Source: https://focusedcompoundinginvest.podbean.com/e/ep-462-berkshires-13-f-buybacks-at-100x-pe-and-momentum-pods-effects-on-stock-prices/

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Nov 8, 2024 · not_requested

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

Duration seconds: 4520
Source: https://focusedcompoundinginvest.podbean.com/e/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock/

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Oct 4, 2024 · not_requested

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Duration seconds: 5659
Source: https://focusedcompoundinginvest.podbean.com/e/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x/

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Sep 13, 2024 · not_requested

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Duration seconds: 4518
Source: https://focusedcompoundinginvest.podbean.com/e/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas/

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Aug 23, 2024 · not_requested

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Duration seconds: 5952
Source: https://focusedcompoundinginvest.podbean.com/e/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior/

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Aug 16, 2024 · not_requested

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Duration seconds: 5977
Source: https://focusedcompoundinginvest.podbean.com/e/ep-457-first-12-hours-on-a-stock-13-fs-nkesbuxulta-and-questions-from-x/

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Aug 11, 2024 · not_requested

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Duration seconds: 3504
Source: https://focusedcompoundinginvest.podbean.com/e/ep-456-yen-carry-trade-buffetts-aapl-sales-and-mcs-vs-cnk-price-divergence/

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