focusedcompounding com: podcasts

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1. 1▶Ep 480. A-Z on IGV: Value Hunt in Software (F-M)Focused Compounding52:14Notes
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2. 2▶Ep 479. A-Z on IGV: Value Hunt in Software (C-E)Focused Compounding50:41Notes
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3. 3▶Ep 478. A-Z on IGV: Value Hunt in SoftwareFocused Compounding1:04:26Notes
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4. 4▶Ep 477. Jamie Dimon’s Annual Letter to JPMorgan ShareholdersFocused Compounding35:36Notes
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5. 5▶Ep 476. Greg Abel's First Berkshire Hathaway Shareholder LetterFocused Compounding41:17Notes
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6. 6▶Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN MeltdownFocused Compounding1:02:04Notes
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7. 7▶Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next ChapterFocused Compounding47:14Notes
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8. 8▶Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?Focused Compounding1:03:37Notes
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9. 9▶Ep 472. Moats in Commodities: Why Some Price Takers Win BigFocused Compounding1:01:40Notes
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10. 10▶Ep 471. Howard Marks’ Memo: The Calculus of ValueFocused Compounding43:31Notes
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