Focused Compounding
Focused Compounding

Focused Compounding

Andrew Kuhn and Geoff Gannon

Overview
Episodes

Details

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

Recent Episodes

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
DEC 7, 2025
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
00:00 Intro00:50 Berkshire buying $GOOGL: AI revenue06:35 Mag7 heavy capex12:30 Circular nature of AI16:27 Thoughts on the $NFLX / $WBD deal29:00 $FISV / $LRN massive sell-off43:00 Insurance business heading into 202645:50 Housing industry51:00 Capital cycles 🔍 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... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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62 MIN
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
NOV 12, 2025
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
🔍 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... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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47 MIN
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
SEP 26, 2025
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
🔍 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... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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63 MIN
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
SEP 5, 2025
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
🔍 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... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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61 MIN
Ep 471. Howard Marks’ Memo: The Calculus of Value
AUG 29, 2025
Ep 471. Howard Marks’ Memo: The Calculus of Value
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 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... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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43 MIN