Focused Compounding
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 358:55:51
- Mais informações
Informações:
Sinopse
New podcast weblog
Episódios
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![Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown]()
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
07/12/2025 Duração: 01h02min00:00 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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![Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter]()
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![Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?]()
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![Ep 472. Moats in Commodities: Why Some Price Takers Win Big]()
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![Ep 471. Howard Marks’ Memo: The Calculus of Value]()
Ep 471. Howard Marks’ Memo: The Calculus of Value
29/08/2025 Duração: 43minhttps://www.oaktreecapital.com/insights/memo/the-calculus-of-value
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![Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves]()
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![Ep 469. Investor QA: 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
15/08/2025 Duração: 01h34min -
![Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation]()
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![Ep 467. Gross Margin Gross Profit Per Share as Predictors of Stock Price Performance]()
Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
01/08/2025 Duração: 01h10min -
![Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett]()
Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
28/07/2025 Duração: 01h42s -
![Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?]()
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
12/04/2025 Duração: 01h02min -
![Ep 464. Buffett’s Playbook: Past and Present]()
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![Ep 463. Key Takeaways From Warren Buffetts 2024 Letter to Berkshire Shareholders]()
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
28/02/2025 Duração: 01h12min -
![Ep 462. Berkshires 13-F, Buybacks at 100x P/E, and Momentum Pods Effects on Stock Prices]()
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
11/12/2024 Duração: 01h14min -
![Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock]()
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
08/11/2024 Duração: 01h15min -
![Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X]()
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
04/10/2024 Duração: 01h34min -
![Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas]()
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
13/09/2024 Duração: 01h15min -
![Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X]()
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
16/08/2024 Duração: 01h39min -
![Ep 456. Yen Carry Trade, Buffetts AAPL Sales, and MCS vs. CNK Price Divergence]()
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
11/08/2024 Duração: 58min
