Focused Compounding

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Focused Compounding

Жаратуучу: Andrew Kuhn and Geoff Gannon

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

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2025-09-26 21:17:46 3817

Focused Compounding

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

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

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

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

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

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 464. Buffett’s Playbook: Past and Present

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 449. Focused Compounding's Plan for Parks! America

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 446. Energy Investing the Warren Buffett Way

Ep 445. Market Share and Profitability: Unraveling the Relationship

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Ep 437. Outsider CEOs: John Malone and TCI

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

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