Focused Compounding | Podcast kostenlos online hören

478 Episoden

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
29.05.2026 | 52 Min.
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Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
15.05.2026 | 50 Min.
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Ep 478. A-Z on IGV: Value Hunt in Software
01.05.2026 | 1 Std. 4 Min.
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Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
09.04.2026 | 35 Min.
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Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
03.04.2026 | 41 Min.
00:00 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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