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478 episodes

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
2026/05/29 | 52 mins.
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Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
2026/05/15 | 50 mins.
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Ep 478. A-Z on IGV: Value Hunt in Software
2026/05/01 | 1h 4 mins.
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Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
2026/04/09 | 35 mins.
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Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
2026/04/03 | 41 mins.
00:00 Intro
01:15 First impressions of the letter
07:50 Greg’s operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshire’s 2025 performance
29:40 Equity investments
34:10 Berkshire’s size is its own prison
36:50 Takeaways

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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...

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