Focused Compounding

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

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...

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

🔍 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...

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

🔍 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...

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

🔍 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...

Ep 471. Howard Marks’ Memo: The Calculus of Value

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
🔍 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...

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

🔍 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...

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

🔍 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...

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

🔍 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...