Focused Compounding

459 Episodes

1. Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

   Published: 4/12/2025
2. Ep 464. Buffett’s Playbook: Past and Present

   Published: 3/21/2025
3. Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

   Published: 2/28/2025
4. Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

   Published: 12/11/2024
5. Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

   Published: 11/8/2024
6. Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

   Published: 10/4/2024
7. Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

   Published: 9/13/2024
8. Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

   Published: 8/23/2024
9. Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

   Published: 8/16/2024
10. Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

    Published: 8/11/2024
11. Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    Published: 7/17/2024
12. Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

    Published: 6/25/2024
13. Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

    Published: 5/29/2024
14. Ep 452. Analyzing Debt: Optimal Capital Structures

    Published: 5/24/2024
15. Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Published: 5/21/2024
16. Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Published: 5/16/2024
17. Ep 449. Focused Compounding's Plan for Parks! America

    Published: 5/10/2024
18. Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Published: 4/26/2024
19. Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Published: 4/25/2024
20. Ep 446. Energy Investing the Warren Buffett Way

    Published: 4/24/2024