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Focused Compounding | Wave AI Podcast Notes
Focused Compounding
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473 episodes
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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
01:02:04
12/7/2025
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Ep 474. Buffettβs Thanksgiving Letter and Berkshireβs Next Chapter
00:47:14
11/12/2025
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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
01:03:37
9/26/2025
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
01:01:40
9/5/2025
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Ep 471. Howard Marksβ Memo: The Calculus of Value
00:43:31
8/29/2025
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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
01:02:27
8/22/2025
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Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AIβs Disruption of Investing
01:34:33
8/15/2025
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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
01:14:57
8/8/2025
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Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
01:10:40
8/1/2025
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Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
01:00:42
7/28/2025
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