{"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"},"episode":{"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","show_page_url":"https://stenobird.com/podcast/focused-compounding-608401","url":"https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/","audio_url":"https://mcdn.podbean.com/mf/web/tftkw4xsa2ss29fw/4_3_26_Pod_Final.mp3","summary":"00:00 Intro01:15 First impressions of the letter07:50 Greg’s operating framework for BRK16:29 Capital allocation principles21:39 Berkshire’s 2025 performance29:40 Equity investments34:10 Berkshire’s size is its own prison36:50 Takeaways 🔍 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... 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...","meta_description":"00:00 Intro01:15 First impressions of the letter07:50 Greg’s operating framework for BRK16:29 Capital allocation principles21:39 Berkshire’s 2025 performa…","key_points":[],"chapters":[],"topics":[],"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."}]}}