Podcasts/
Andrew Kuhn and Geoff Gannon
/Focused Compounding
Focused Compounding

Focused Compounding

Andrew Kuhn and Geoff Gannon

Über

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

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

May 29, 2026·52:14

52:14

Subscribe now: 📚 Explore our informative backlog: Click here: 🐦 X: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer:

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

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

May 15, 2026·50:41

50:41

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

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

May 1, 2026·1:04:26

1:04:26

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

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

Apr 9, 2026·35:36

35:36

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

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

Apr 3, 2026·41:17

41:17

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...

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

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

Dec 7, 2025·—

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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...

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

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

Nov 12, 2025·—

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

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

Sep 26, 2025·—

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

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

Sep 5, 2025·—

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

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

Aug 29, 2025·—

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

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

Aug 22, 2025·—

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

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

Aug 15, 2025·—

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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Aug 8, 2025·—

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

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

Aug 1, 2025·—

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

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

Jul 28, 2025·—

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

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

Apr 12, 2025·—

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Ep 464. Buffett’s Playbook: Past and Present

Ep 464. Buffett’s Playbook: Past and Present

Mar 21, 2025·—

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

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

Feb 28, 2025·—

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

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

Dec 11, 2024·—

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

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

Nov 8, 2024·—

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

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

Oct 4, 2024·—

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

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

Sep 13, 2024·—

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

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

Aug 23, 2024·—

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

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

Aug 16, 2024·—

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

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

Aug 11, 2024·—

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