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478 episódios
Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
29/05/2026 | 52minSubscribe 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)
15/05/2026 | 50minSubscribe 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
01/05/2026 | 1h 4minSubscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
09/04/2026 | 35minSubscribe 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
03/04/2026 | 41min00:00 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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