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Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
2026-05-29 | 52 min.Subscribe 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)
2026-05-15 | 50 min.Subscribe 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
2026-05-01 | 1 h 4 min.Subscribe now: https://t.co/I65UzM4uFB
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Important: Read our Disclaimer: https://focusedcompounding.com/discla...Ep 477. Jamie Dimonâs Annual Letter to JPMorgan Shareholders
2026-04-09 | 35 min.Subscribe 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
2026-04-03 | 41 min.00:00 Intro
01:15 First impressions of the letter
07:50 Gregâs operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshireâs 2025 performance
29:40 Equity investments
34:10 Berkshireâs size is its own prison
36:50 Takeaways
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