# Focused Compounding Page: https://stenobird.com/podcast/focused-compounding-608401 Text version: https://stenobird.com/podcast/focused-compounding-608401.md RSS feed: https://feed.podbean.com/focusedcompoundinginvest/feed.xml Official site: https://focusedcompoundinginvest.podbean.com Author: Andrew Kuhn and Geoff Gannon Episodes: 478 ## Resource QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/ ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/focused-compounding-608401 Markdown: https://stenobird.com/podcast/focused-compounding-608401.md ## Episodes - [Ep 480. A-Z on IGV: Value Hunt in Software (F-M)](https://stenobird.com/podcast/focused-compounding-608401/ep-480-a-z-on-igv-value-hunt-in-software-f-m) — 2026-05-29T14:27:34+00:00 - [Ep 479. A-Z on IGV: Value Hunt in Software (C-E)](https://stenobird.com/podcast/focused-compounding-608401/ep-479-a-z-on-igv-value-hunt-in-software-c-e) — 2026-05-15T13:27:47+00:00 - [Ep 478. A-Z on IGV: Value Hunt in Software](https://stenobird.com/podcast/focused-compounding-608401/ep-478-a-z-on-igv-value-hunt-in-software) — 2026-05-01T13:45:11+00:00 - [Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders](https://stenobird.com/podcast/focused-compounding-608401/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders) — 2026-04-09T13:52:46+00:00 - [Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter](https://stenobird.com/podcast/focused-compounding-608401/ep-476-greg-abel-s-first-berkshire-hathaway-shareholder-letter) — 2026-04-03T14:07:02+00:00 - [Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown](https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown) — 2025-12-07T19:17:08+00:00 - [Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter](https://stenobird.com/podcast/focused-compounding-608401/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter) — 2025-11-12T16:20:58+00:00 - [Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?](https://stenobird.com/podcast/focused-compounding-608401/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates) — 2025-09-26T21:17:46+00:00 - [Ep 472. Moats in Commodities: Why Some Price Takers Win Big](https://stenobird.com/podcast/focused-compounding-608401/ep-472-moats-in-commodities-why-some-price-takers-win-big) — 2025-09-05T21:11:49+00:00 - [Ep 471. Howard Marks’ Memo: The Calculus of Value](https://stenobird.com/podcast/focused-compounding-608401/ep-471-howard-marks-memo-the-calculus-of-value) — 2025-08-29T19:25:04+00:00 - [Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves](https://stenobird.com/podcast/focused-compounding-608401/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves) — 2025-08-22T19:52:14+00:00 - [Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing](https://stenobird.com/podcast/focused-compounding-608401/ep-469-investor-q-a-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing) — 2025-08-15T14:55:24+00:00 - [Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation](https://stenobird.com/podcast/focused-compounding-608401/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation) — 2025-08-08T14:44:01+00:00 - [Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance](https://stenobird.com/podcast/focused-compounding-608401/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance) — 2025-08-01T14:16:13+00:00 - [Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett](https://stenobird.com/podcast/focused-compounding-608401/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett) — 2025-07-28T15:25:31+00:00 - [Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?](https://stenobird.com/podcast/focused-compounding-608401/ep-465-massive-stock-sell-off-tariffs-oil-crash-and-interest-rates-what-now) — 2025-04-12T20:50:21+00:00 - [Ep 464. Buffett’s Playbook: Past and Present](https://stenobird.com/podcast/focused-compounding-608401/ep-464-buffett-s-playbook-past-and-present) — 2025-03-21T20:52:34+00:00 - [Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders](https://stenobird.com/podcast/focused-compounding-608401/ep-463-key-takeaways-from-warren-buffett-s-2024-letter-to-berkshire-shareholders) — 2025-02-28T14:08:48+00:00 - [Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices](https://stenobird.com/podcast/focused-compounding-608401/ep-462-berkshire-s-13-f-buybacks-at-100x-p-e-and-momentum-pods-effects-on-stock-prices) — 2024-12-11T14:56:33+00:00 - [Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock](https://stenobird.com/podcast/focused-compounding-608401/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock) — 2024-11-08T20:33:16+00:00 - [Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X](https://stenobird.com/podcast/focused-compounding-608401/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x) — 2024-10-04T17:11:41+00:00 - [Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas](https://stenobird.com/podcast/focused-compounding-608401/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas) — 2024-09-13T19:38:50+00:00 - [Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior](https://stenobird.com/podcast/focused-compounding-608401/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior) — 2024-08-23T19:35:33+00:00 - [Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X](https://stenobird.com/podcast/focused-compounding-608401/ep-457-first-12-hours-on-a-stock-13-fs-nke-sbux-ulta-and-questions-from-x) — 2024-08-16T21:44:58+00:00 - [Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence](https://stenobird.com/podcast/focused-compounding-608401/ep-456-yen-carry-trade-buffett-s-aapl-sales-and-mcs-vs-cnk-price-divergence) — 2024-08-11T13:11:31+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.