Focused Compounding
Episodes
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
07 Dec 2025
Contributed by Lukas
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...
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
12 Nov 2025
Contributed by Lukas
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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
26 Sep 2025
Contributed by Lukas
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
05 Sep 2025
Contributed by Lukas
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Ep 471. Howard Marks’ Memo: The Calculus of Value
29 Aug 2025
Contributed by Lukas
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbit...
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
22 Aug 2025
Contributed by Lukas
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Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
15 Aug 2025
Contributed by Lukas
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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
08 Aug 2025
Contributed by Lukas
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Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
01 Aug 2025
Contributed by Lukas
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Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
28 Jul 2025
Contributed by Lukas
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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
12 Apr 2025
Contributed by Lukas
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Ep 464. Buffett’s Playbook: Past and Present
21 Mar 2025
Contributed by Lukas
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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
28 Feb 2025
Contributed by Lukas
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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
11 Dec 2024
Contributed by Lukas
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
08 Nov 2024
Contributed by Lukas
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
04 Oct 2024
Contributed by Lukas
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
13 Sep 2024
Contributed by Lukas
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
23 Aug 2024
Contributed by Lukas
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
16 Aug 2024
Contributed by Lukas
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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
11 Aug 2024
Contributed by Lukas
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
17 Jul 2024
Contributed by Lukas
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
25 Jun 2024
Contributed by Lukas
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
29 May 2024
Contributed by Lukas
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Ep 452. Analyzing Debt: Optimal Capital Structures
24 May 2024
Contributed by Lukas
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Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
21 May 2024
Contributed by Lukas
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Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
16 May 2024
Contributed by Lukas
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Ep 449. Focused Compounding's Plan for Parks! America
10 May 2024
Contributed by Lukas
PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Compa...
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
26 Apr 2024
Contributed by Lukas
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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
25 Apr 2024
Contributed by Lukas
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Ep 446. Energy Investing the Warren Buffett Way
24 Apr 2024
Contributed by Lukas
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Ep 445. Market Share and Profitability: Unraveling the Relationship
22 Apr 2024
Contributed by Lukas
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
16 Apr 2024
Contributed by Lukas
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
12 Apr 2024
Contributed by Lukas
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
09 Apr 2024
Contributed by Lukas
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
05 Apr 2024
Contributed by Lukas
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Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
02 Apr 2024
Contributed by Lukas
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Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
28 Mar 2024
Contributed by Lukas
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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
26 Mar 2024
Contributed by Lukas
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Ep 437. Outsider CEOs: John Malone and TCI
12 Mar 2024
Contributed by Lukas
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
07 Mar 2024
Contributed by Lukas
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Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
05 Mar 2024
Contributed by Lukas
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Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
28 Feb 2024
Contributed by Lukas
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Ep 433. Les Schwab Pride in Performance: Keep It Going
22 Feb 2024
Contributed by Lukas
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Ep 432. Outsider CEOs: Bill Anders and General Dynamics
15 Feb 2024
Contributed by Lukas
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Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
13 Feb 2024
Contributed by Lukas
https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused...
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
09 Feb 2024
Contributed by Lukas
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Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
06 Feb 2024
Contributed by Lukas
https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 http...
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
30 Jan 2024
Contributed by Lukas
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Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
25 Jan 2024
Contributed by Lukas
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Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
22 Jan 2024
Contributed by Lukas
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? S...
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
16 Jan 2024
Contributed by Lukas
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Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
12 Jan 2024
Contributed by Lukas
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Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
08 Jan 2024
Contributed by Lukas
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Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
05 Jan 2024
Contributed by Lukas
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Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
03 Jan 2024
Contributed by Lukas
How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ 🔍...
Ep 420. 2023 in Review and 2024 Predictions
29 Dec 2023
Contributed by Lukas
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Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
26 Dec 2023
Contributed by Lukas
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Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
20 Dec 2023
Contributed by Lukas
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Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
18 Dec 2023
Contributed by Lukas
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Ep 416. Assessing Land Banks: Value Trap or Value Investment?
06 Dec 2023
Contributed by Lukas
MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up her...
Ep 415. A Tribute to Charlie Munger
04 Dec 2023
Contributed by Lukas
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Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
01 Nov 2023
Contributed by Lukas
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Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
30 Oct 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focu...
Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
25 Oct 2023
Contributed by Lukas
The Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-...
Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
23 Oct 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
18 Oct 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 409. Corporate Governance and The Power of Ownership
16 Oct 2023
Contributed by Lukas
https://aletteraday.substack.com/p/letter-54-george-roberts-1998 InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focu...
Ep 408. Where Do You Draw the Line Between Money Mind and Style?
11 Oct 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
27 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
25 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
20 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 404. The Number One Trait of Top Investors: A Money Mindset
18 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 403. Investing the Peter Lynch Way
13 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 402. Uncovering Warren Buffett’s Investments in Japan
11 Sep 2023
Contributed by Lukas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Foc...
Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
06 Sep 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: Andrew...
Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing
04 Sep 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: Andrew...
Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
20 Aug 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: Andrew...
Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough
28 Jul 2023
Contributed by Lukas
Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ Q...
Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough
08 Jul 2023
Contributed by Lukas
Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://w...
Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks
01 Jul 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: Andrew...
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
16 Jun 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: Andrew...
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
09 Jun 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: info@f...
Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
02 Jun 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: info@f...
Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
26 May 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: info@f...
Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
19 May 2023
Contributed by Lukas
https://aletteraday.substack.com/p/letter-80-todd-combs-2023 https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-be...
Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
12 May 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
24 Mar 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
17 Mar 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
10 Mar 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
03 Mar 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
24 Feb 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
10 Feb 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
03 Feb 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
27 Jan 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
20 Jan 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
06 Jan 2023
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
28 Dec 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
23 Dec 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
16 Dec 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
09 Dec 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is website for b...