Focused Compounding
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Episodes
May 29, 2026
May 29, 2026
52 min
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
May 15, 2026
May 15, 2026
50 min
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
May 1, 2026
May 1, 2026
1hr 4 min
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Apr 9, 2026
Apr 9, 2026
35 min
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Apr 3, 2026
Apr 3, 2026
41 min
00:00 Intro01:15 First impressions of the letter07:50 Greg’s operating framework for BRK16:29 Capital allocation principles21:39 Berkshire’s 2025 performance29:40 Equity investments34:10 Berkshire’s size is its own prison36:50 Takeaways
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Dec 7, 2025
Dec 7, 2025
1hr 2 min
00:00 Intro00:50 Berkshire buying $GOOGL: AI revenue06:35 Mag7 heavy capex12:30 Circular nature of AI16:27 Thoughts on the $NFLX / $WBD deal29:00 $FISV / $LRN massive sell-off43:00 Insurance business heading into 202645:50 Housing industry51:00 Capital cycles
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Nov 12, 2025
Nov 12, 2025
47 min
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Sep 26, 2025
Sep 26, 2025
1hr 3 min
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...