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478 episodes
Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
2026/05/29 | 52 mins.Subscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
2026/05/15 | 50 mins.Subscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...Ep 478. A-Z on IGV: Value Hunt in Software
2026/05/01 | 1h 4 mins.Subscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...Ep 477. Jamie Dimonās Annual Letter to JPMorgan Shareholders
2026/04/09 | 35 mins.Subscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...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 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
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