Focused Compounding

Focused Compounding

Andrew Kuhn and Geoff GannonAndrew Kuhn and Geoff Gannon
Release Date

‏الحلقات

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

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want acce ...  عرض المزيد

 . 1 ساعة و 2 دقيقة متبقية
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

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 . 47 دقيقة و14 ثانية
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

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 . 1 ساعة و 3 دقيقة متبقية
Ep 472. Moats in Commodities: Why Some Price Takers Win Big

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 . 1 ساعة و 1 دقيقة متبقية
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 back ...  عرض المزيد

 . 43 دقيقة و31 ثانية