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

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    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

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    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

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    1 hr and 4 mins
  • Ep 472. Moats in Commodities: Why Some Price Takers Win Big

    Ep 472. Moats in Commodities: Why Some Price Takers Win Big
    Sep 5 2025

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    1 hr and 2 mins
  • Ep 471. Howard Marks’ Memo: The Calculus of Value

    Ep 471. Howard Marks’ Memo: The Calculus of Value
    Aug 29 2025

    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: info@focusedcompounding.com

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    44 mins
  • Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

    Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
    Aug 22 2025

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    1 hr and 2 mins
  • Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

    Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
    Aug 15 2025

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    1 hr and 35 mins
  • Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

    Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
    Aug 8 2025

    🔍 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

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...
    Show More Show Less
    1 hr and 15 mins