Andrew Kuhn and Geoff Gannon

Focused Compounding

Discover valuable resources and tools for investors, including insightful blog content and QuickFS for financial analysis. Connect with them on Twitter or via email.

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

E462 • 75 mins • Dec 11, 2024

Recent Episodes

Dec 11, 2024

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

E462 • 75 mins

Nov 8, 2024

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

E461 • 75 mins

Oct 4, 2024

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

E460 • 94 mins

Sep 13, 2024

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

E459 • 75 mins

Aug 23, 2024

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

E458 • 99 mins

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