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Focused Compounding - Podcast | OndaCast

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Focused Compounding

ByAndrew Kuhn and Geoff Gannon

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/

478 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Feb 13, 2024•—

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

Feb 15, 2024•—

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

Feb 22, 2024•—

Ep 433. Les Schwab Pride in Performance: Keep It Going

Feb 28, 2024•—

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

Mar 5, 2024•—

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

Mar 7, 2024•—

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

Mar 12, 2024•—

Ep 437. Outsider CEOs: John Malone and TCI

Mar 26, 2024•—

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Mar 28, 2024•—

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Apr 2, 2024•—

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Apr 5, 2024•—

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Apr 9, 2024•—

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Apr 12, 2024•—

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Apr 16, 2024•—

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Apr 22, 2024•—

Ep 445. Market Share and Profitability: Unraveling the Relationship

Apr 24, 2024•—

Ep 446. Energy Investing the Warren Buffett Way

Apr 25, 2024•—

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Apr 26, 2024•—

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

May 10, 2024•—

Ep 449. Focused Compounding's Plan for Parks! America

May 16, 2024•—

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

May 21, 2024•—

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

May 24, 2024•—

Ep 452. Analyzing Debt: Optimal Capital Structures

May 29, 2024•—

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Jun 25, 2024•—

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

Jul 17, 2024•—

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

Aug 11, 2024•—

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

Aug 16, 2024•—

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

Aug 23, 2024•—

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

Sep 13, 2024•—

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

Oct 4, 2024•—

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

Nov 8, 2024•—

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

Dec 11, 2024•—

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

Feb 28, 2025•—

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

Mar 21, 2025•—

Ep 464. Buffett’s Playbook: Past and Present

Apr 12, 2025•—

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

Jul 28, 2025•—

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

Aug 1, 2025•—

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

Aug 8, 2025•—

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Aug 15, 2025•—

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

Aug 22, 2025•—

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

Aug 29, 2025•—

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

Sep 5, 2025•—

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

Sep 26, 2025•—

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

Nov 12, 2025•—

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

Dec 7, 2025•—

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

EP. 476Apr 3, 2026•41:17

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

EP. 477Apr 9, 2026•35:36

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

EP. 478May 1, 2026•1:04:26

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

EP. 479May 15, 2026•50:41

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

EP. 480May 29, 2026•52:14

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

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Help Contact Terms Privacy Copyright DMCA About Radio Guide Embed Player

Waves Explore Library Vibes Podcasts Audiobooks