Focused Compounding

Focused Compounding

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Focused Compounding

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

April 12, 2025

01:02:55

Ep 464. Buffett’s Playbook: Past and Present

March 21, 2025

01:03:45

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Feb. 28, 2025

01:12:49

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

Dec. 11, 2024

01:14:36

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Nov. 8, 2024

01:15:20

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Oct. 4, 2024

01:34:19

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Sept. 13, 2024

01:15:18

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Aug. 23, 2024

01:39:12

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Aug. 16, 2024

01:39:37

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Aug. 11, 2024

58:24

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