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Focused Compounding

Focused Compounding

Written by: Andrew Kuhn and Geoff Gannon
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 🔍 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: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/Copyright 2021 All rights reserved. Economics Personal Finance
Episodes
  • 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

    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

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    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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    1 hr and 2 mins
  • 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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    📚 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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    47 mins
  • 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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    📚 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
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    1 hr and 4 mins
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