Focused Compounding
Andrew Kuhn and Geoff GannonSubscribe now: t.co/I65UzM4uFB
š Explore our informative backlog: Click here: focusedcompounding.ck.page/po...
š¦ X: @Focusedcompound
āļø Email: info@focusedcompounding.com
Important: Read our Disclaimer: focusedcompounding.com/discla...
| Publishes | Monthly | Episodes | 475 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Subscribe now: t.co/I65UzM4uFB
š Explore our informative backlog: Click here: focusedcompounding.ck.page/po...
š¦ X: @Focusedcompound
āļø Email: info@focusedcompounding.com
Important: Read our Disclaimer: focusedcompoundin... more
00:00 Intro
01:15 First impressions of the letter
07:50 Gregās operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshireās 2025 performance
29:40 Equity investments
34:10 Berkshireās size is its own prison
36:50 Takeaways... more
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 indus... more
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Key Facts
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Recent Guests
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Reviews
- So glad you're back!
I love the show is weekly - please keep up the insightful market content.
Apple Podcasts5JohnH777
United States9 months ago - Great podcast- to many Uh Um
Great guys. Some of the most knowledgeable guys doing a podcast. It would be great if he mentioned ideas he was passing up on. Itās a free country and a free podcast though. They should do a panel with a third investor that they like.
Amended - you guys have to spend a few dollars on Upwork to get someone to edit out you Uh Um verbal pauses.
Amended - Jeff finally bringers up a stock, but doesnāt prepare any notes that he knows he would want personally.
Apple Podcasts2DunbelieveableUnited Statesa year ago - Small investments need love too
Mega cap analysis and opinions on small cap businesses is awesome to have. Most small caps have less filings, data and financial numbers and have a hard time trying to get the best picture possible. As a small entrepreneur itās interesting to learn about smaller companies and the way they operate, grow and function internally.
Apple Podcasts5LearnEveryday84United States2 years ago - Great stuff
Geoff and Andrew are simply the best creators of content for diligent individual investors. The podcast is a terrific resource and a wonderful way to grow your knowledge and wisdom as it relates to business as a whole as well as investing. Thanks guys for sharing your journey and discussions with us. Cheers šš
Apple Podcasts5JLegacy33United States2 years ago - Better than most So Awesome
One of the best. Thank me later. So fantastic.
Apple Podcasts5WildlyFastWill7United States3 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #23 |  Indonesia/Business/Investing |
Apple Podcasts | #39 |  Denmark/Business/Investing |
Apple Podcasts | #89 |  Israel/Business/Investing |
Apple Podcasts | #91 |  Sweden/Business/Investing |
Apple Podcasts | #119 | Indonesia/Business |
Apple Podcasts | #158 |  Ukraine/Business/Investing |
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Frequently Asked Questions About Focused Compounding
What is Focused Compounding about and what kind of topics does it cover?
This program delivers long-form, in-depth analyses of investing and business, often dissecting major corporate players, capital allocation, and macro factors shaping markets. Episodes frequently compare legendary figures and corporate strategies (e.g., Berkshire Hathaway and its successors) with a focus on valuations, moats, and management incentives, while also unpacking market cycles, regulation, and sector-specific dynamics like technology, commodities, and AI-driven trends. A notable strength is the duo's ability to translate complex financial concepts into actionable thinking for diligent individual investors, with a candid, conversational style that blends rigorous analysis with real-world investing dilemmas. A recurring hallmark is t... more
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How many listeners does Focused Compounding get?
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How many subscribers and views does Focused Compounding have?
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Which podcasts are similar to Focused Compounding?
These podcasts share a similar audience with Focused Compounding:
1. The Acquirers Podcast
2. Yet Another Value Podcast
3. Value Investing with Legends
4. The Intrinsic Value Podcast - The Investorās Podcast Network
5. Behind the Balance Sheet
How many episodes of Focused Compounding are there?
Focused Compounding launched 8 years ago and published 475 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Focused Compounding?
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What guests have appeared on Focused Compounding?
Recent guests on Focused Compounding include:
1. Geoff Gannon
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.