# focusedcompound (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover focusedcompound. Page: Feed: --- ## [Ep 480. A-Z on IGV: Value Hunt in Software (F-M)](https://focusedcompoundinginvest.podbean.com/e/ep-480-a-z-on-igv-value-hunt-in-software-f-m/) _2026-05-29 · Focused Compounding_ Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... [Listen](https://mcdn.podbean.com/mf/web/pa5ams676tqp68u9/5_29_26_Pod_Final.mp3) ## [Ep 479. A-Z on IGV: Value Hunt in Software (C-E)](https://focusedcompoundinginvest.podbean.com/e/ep-479-a-z-on-igv-value-hunt-in-software-c-e/) _2026-05-15 · Focused Compounding_ Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... [Listen](https://mcdn.podbean.com/mf/web/m84jj75kr4vbhmc4/5_15_25_pod_final.mp3) ## [Ep 478. A-Z on IGV: Value Hunt in Software](https://focusedcompoundinginvest.podbean.com/e/ep-478-a-z-on-igv-value-hunt-in-software/) _2026-05-01 · Focused Compounding_ Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... [Listen](https://mcdn.podbean.com/mf/web/f3tpmrzxpcfbw7hq/5_1_26_Pod_Final.mp3) ## [Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders](https://focusedcompoundinginvest.podbean.com/e/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/) _2026-04-09 · Focused Compounding_ Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... [Listen](https://mcdn.podbean.com/mf/web/itht79amgad2qifg/4_9_26_Pod_Final.mp3) ## [Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter](https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/) _2026-04-03 · Focused Compounding_ 00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshire’s size is its own prison 36:50 Takeaways 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe… [Listen](https://mcdn.podbean.com/mf/web/tftkw4xsa2ss29fw/4_3_26_Pod_Final.mp3) ## [Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown](https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/) _2025-12-07 · Focused Compounding_ 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 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly… [Listen](https://mcdn.podbean.com/mf/web/zpjcei7r35tbvrkx/12_7_25_Pod_Final.mp3) ## [Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter](https://focusedcompoundinginvest.podbean.com/e/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/) _2025-11-12 · Focused Compounding_ 🔍 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: info@focusedcompounding.com… [Listen](https://mcdn.podbean.com/mf/web/gaq4pn29yx2yu59j/11_12_25_Pod_Final.mp3) ## [Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?](https://focusedcompoundinginvest.podbean.com/e/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/) _2025-09-26 · Focused Compounding_ 🔍 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: info@focusedcompounding.com… [Listen](https://mcdn.podbean.com/mf/web/rf4i5nswk922a628/9_26_25_Pod_final.mp3) ## [Ep 472. Moats in Commodities: Why Some Price Takers Win Big](https://focusedcompoundinginvest.podbean.com/e/ep-472-moats-in-commodities-why-some-price-takers-win-big/) _2025-09-05 · Focused Compounding_ 🔍 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: info@focusedcompounding.com… [Listen](https://mcdn.podbean.com/mf/web/znq8pn76wqjuxuud/9_5_25_Pod_Final.mp3) ## [Find what they just said (Sponsored)](https://crawlproof.com/a/4qgDolPG2t8a) _2025-09-05 · **Sponsored**_ Surface recent public signals so you can send policy-aware, relevant outreach ## [Ep 471. Howard Marks’ Memo: The Calculus of Value](https://focusedcompoundinginvest.podbean.com/e/ep-471-howard-marks-memo-the-calculus-of-value/) _2025-08-29 · Focused Compounding_ 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 🐦… [Listen](https://mcdn.podbean.com/mf/web/iimkwbtm77adpzss/8_29_25_Pod_Final.mp3)