{"podcast":{"title":"Focused Compounding","slug":"focused-compounding-608401","podcast_index_feed_id":608401,"rss_url":"https://feed.podbean.com/focusedcompoundinginvest/feed.xml","website_url":"https://focusedcompoundinginvest.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/14983184/PB-Logo-01.jpg","author":"Andrew Kuhn and Geoff Gannon","episode_count":478,"summary":"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/","last_synced_at":null,"page_url":"https://stenobird.com/podcast/focused-compounding-608401"},"episodes":[{"title":"Ep 480. A-Z on IGV: Value Hunt in Software (F-M)","slug":"ep-480-a-z-on-igv-value-hunt-in-software-f-m","published_at":"2026-05-29T14:27:34+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-480-a-z-on-igv-value-hunt-in-software-f-m","url":"https://focusedcompoundinginvest.podbean.com/e/ep-480-a-z-on-igv-value-hunt-in-software-f-m/","duration_seconds":3134,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-480-a-z-on-igv-value-hunt-in-software-f-m/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-480-a-z-on-igv-value-hunt-in-software-f-m.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 479. A-Z on IGV: Value Hunt in Software (C-E)","slug":"ep-479-a-z-on-igv-value-hunt-in-software-c-e","published_at":"2026-05-15T13:27:47+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-479-a-z-on-igv-value-hunt-in-software-c-e","url":"https://focusedcompoundinginvest.podbean.com/e/ep-479-a-z-on-igv-value-hunt-in-software-c-e/","duration_seconds":3041,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-479-a-z-on-igv-value-hunt-in-software-c-e/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-479-a-z-on-igv-value-hunt-in-software-c-e.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 478. A-Z on IGV: Value Hunt in Software","slug":"ep-478-a-z-on-igv-value-hunt-in-software","published_at":"2026-05-01T13:45:11+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-478-a-z-on-igv-value-hunt-in-software","url":"https://focusedcompoundinginvest.podbean.com/e/ep-478-a-z-on-igv-value-hunt-in-software/","duration_seconds":3866,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-478-a-z-on-igv-value-hunt-in-software/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-478-a-z-on-igv-value-hunt-in-software.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders","slug":"ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders","published_at":"2026-04-09T13:52:46+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders","url":"https://focusedcompoundinginvest.podbean.com/e/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/","duration_seconds":2136,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter","slug":"ep-476-greg-abel-s-first-berkshire-hathaway-shareholder-letter","published_at":"2026-04-03T14:07:02+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-476-greg-abel-s-first-berkshire-hathaway-shareholder-letter","url":"https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/","duration_seconds":2477,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-476-greg-abel-s-first-berkshire-hathaway-shareholder-letter/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-476-greg-abel-s-first-berkshire-hathaway-shareholder-letter.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown","slug":"ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown","published_at":"2025-12-07T19:17:08+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown","url":"https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/","duration_seconds":3724,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 474.  Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter","slug":"ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter","published_at":"2025-11-12T16:20:58+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter","url":"https://focusedcompoundinginvest.podbean.com/e/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/","duration_seconds":2834,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?","slug":"ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates","published_at":"2025-09-26T21:17:46+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates","url":"https://focusedcompoundinginvest.podbean.com/e/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/","duration_seconds":3817,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 472. Moats in Commodities: Why Some Price Takers Win Big","slug":"ep-472-moats-in-commodities-why-some-price-takers-win-big","published_at":"2025-09-05T21:11:49+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-472-moats-in-commodities-why-some-price-takers-win-big","url":"https://focusedcompoundinginvest.podbean.com/e/ep-472-moats-in-commodities-why-some-price-takers-win-big/","duration_seconds":3700,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-472-moats-in-commodities-why-some-price-takers-win-big/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-472-moats-in-commodities-why-some-price-takers-win-big.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 471. Howard Marks’ Memo: The Calculus of Value","slug":"ep-471-howard-marks-memo-the-calculus-of-value","published_at":"2025-08-29T19:25:04+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-471-howard-marks-memo-the-calculus-of-value","url":"https://focusedcompoundinginvest.podbean.com/e/ep-471-howard-marks-memo-the-calculus-of-value/","duration_seconds":2611,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-471-howard-marks-memo-the-calculus-of-value/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-471-howard-marks-memo-the-calculus-of-value.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves","slug":"ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves","published_at":"2025-08-22T19:52:14+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves","url":"https://focusedcompoundinginvest.podbean.com/e/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves/","duration_seconds":3747,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing","slug":"ep-469-investor-q-a-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing","published_at":"2025-08-15T14:55:24+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-469-investor-q-a-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing","url":"https://focusedcompoundinginvest.podbean.com/e/ep-469-investor-qa-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing/","duration_seconds":5673,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-469-investor-q-a-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-469-investor-q-a-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation","slug":"ep-468-regulated-to-unleashed-finding-inflections-in-deregulation","published_at":"2025-08-08T14:44:01+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation","url":"https://focusedcompoundinginvest.podbean.com/e/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation/","duration_seconds":4497,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance","slug":"ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance","published_at":"2025-08-01T14:16:13+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance","url":"https://focusedcompoundinginvest.podbean.com/e/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance/","duration_seconds":4240,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett","slug":"ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett","published_at":"2025-07-28T15:25:31+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett","url":"https://focusedcompoundinginvest.podbean.com/e/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett/","duration_seconds":3642,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?","slug":"ep-465-massive-stock-sell-off-tariffs-oil-crash-and-interest-rates-what-now","published_at":"2025-04-12T20:50:21+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-465-massive-stock-sell-off-tariffs-oil-crash-and-interest-rates-what-now","url":"https://focusedcompoundinginvest.podbean.com/e/ep-465-massive-sell-off-sparked-by-tariffs-oil-crash-and-interest-rates-%e2%80%94-what-now/","duration_seconds":3775,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-465-massive-stock-sell-off-tariffs-oil-crash-and-interest-rates-what-now/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-465-massive-stock-sell-off-tariffs-oil-crash-and-interest-rates-what-now.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 464. Buffett’s Playbook: Past and Present","slug":"ep-464-buffett-s-playbook-past-and-present","published_at":"2025-03-21T20:52:34+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-464-buffett-s-playbook-past-and-present","url":"https://focusedcompoundinginvest.podbean.com/e/ep-464-buffett-s-playbook-past-and-present/","duration_seconds":3825,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-464-buffett-s-playbook-past-and-present/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-464-buffett-s-playbook-past-and-present.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders","slug":"ep-463-key-takeaways-from-warren-buffett-s-2024-letter-to-berkshire-shareholders","published_at":"2025-02-28T14:08:48+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-463-key-takeaways-from-warren-buffett-s-2024-letter-to-berkshire-shareholders","url":"https://focusedcompoundinginvest.podbean.com/e/ep-463-key-takeaways-from-warren-buffetts-2024-letter-to-berkshire-shareholders/","duration_seconds":4369,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-463-key-takeaways-from-warren-buffett-s-2024-letter-to-berkshire-shareholders/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-463-key-takeaways-from-warren-buffett-s-2024-letter-to-berkshire-shareholders.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices","slug":"ep-462-berkshire-s-13-f-buybacks-at-100x-p-e-and-momentum-pods-effects-on-stock-prices","published_at":"2024-12-11T14:56:33+00:00","page_url":"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","url":"https://focusedcompoundinginvest.podbean.com/e/ep-462-berkshires-13-f-buybacks-at-100x-pe-and-momentum-pods-effects-on-stock-prices/","duration_seconds":4476,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-462-berkshire-s-13-f-buybacks-at-100x-p-e-and-momentum-pods-effects-on-stock-prices/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock","slug":"ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock","published_at":"2024-11-08T20:33:16+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock","url":"https://focusedcompoundinginvest.podbean.com/e/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock/","duration_seconds":4520,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X","slug":"ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x","published_at":"2024-10-04T17:11:41+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x","url":"https://focusedcompoundinginvest.podbean.com/e/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x/","duration_seconds":5659,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas","slug":"ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas","published_at":"2024-09-13T19:38:50+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas","url":"https://focusedcompoundinginvest.podbean.com/e/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas/","duration_seconds":4518,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior","slug":"ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior","published_at":"2024-08-23T19:35:33+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior","url":"https://focusedcompoundinginvest.podbean.com/e/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior/","duration_seconds":5952,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X","slug":"ep-457-first-12-hours-on-a-stock-13-fs-nke-sbux-ulta-and-questions-from-x","published_at":"2024-08-16T21:44:58+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-457-first-12-hours-on-a-stock-13-fs-nke-sbux-ulta-and-questions-from-x","url":"https://focusedcompoundinginvest.podbean.com/e/ep-457-first-12-hours-on-a-stock-13-fs-nkesbuxulta-and-questions-from-x/","duration_seconds":5977,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-457-first-12-hours-on-a-stock-13-fs-nke-sbux-ulta-and-questions-from-x/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-457-first-12-hours-on-a-stock-13-fs-nke-sbux-ulta-and-questions-from-x.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence","slug":"ep-456-yen-carry-trade-buffett-s-aapl-sales-and-mcs-vs-cnk-price-divergence","published_at":"2024-08-11T13:11:31+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-456-yen-carry-trade-buffett-s-aapl-sales-and-mcs-vs-cnk-price-divergence","url":"https://focusedcompoundinginvest.podbean.com/e/ep-456-yen-carry-trade-buffetts-aapl-sales-and-mcs-vs-cnk-price-divergence/","duration_seconds":3504,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-456-yen-carry-trade-buffett-s-aapl-sales-and-mcs-vs-cnk-price-divergence/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-456-yen-carry-trade-buffett-s-aapl-sales-and-mcs-vs-cnk-price-divergence.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}