Insights from recent episode analysis
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Est. Listeners
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
25,001 - 50,000 - Monthly Reach
Unique listeners across all episodes (30 days)
75,001 - 150,000 - Active Followers
Loyal subscribers who consistently listen
40,001 - 100,000
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On the show
From 11 epsHosts
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Recent episodes
Ep 478. A-Z on IGV: Value Hunt in Software
May 1, 2026
1h 04m 26s
Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
Apr 9, 2026
35m 36s
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
Apr 3, 2026
41m 17s
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
Dec 7, 2025
1h 02m 04s
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
Nov 12, 2025
47m 14s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/1/26 | Ep 478. A-Z on IGV: Value Hunt in Software✨ | value investingsoftware+3 | — | Focused Compounding | — | value investingsoftware+3 | — | 1h 04m 26s | |
| 4/9/26 | Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders✨ | JPMorganshareholder letter+3 | — | JPMorgan | — | Jamie DimonJPMorgan+4 | — | 35m 36s | |
| 4/3/26 | Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter✨ | Berkshire HathawayGreg Abel+3 | — | Berkshire HathawayFocused Compounding+1 | — | Berkshire HathawayGreg Abel+3 | — | 41m 17s | |
| 12/7/25 | Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown✨ | AI revenueNFLX/WBD deal+4 | — | Berkshire$GOOGL+6 | — | AIcapital expenditures+7 | — | 1h 02m 04s | |
| 11/12/25 | Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter✨ | Buffett's Thanksgiving LetterBerkshire Hathaway+3 | — | BerkshireInside Arbitrage+4 | — | BuffettThanksgiving Letter+5 | — | 47m 14s | |
| 9/26/25 | Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?✨ | stock marketFederal Reserve+3 | — | Inside ArbitrageQuickFS+3 | — | stocksFed+3 | — | 1h 03m 37s | |
| 9/5/25 | Ep 472. Moats in Commodities: Why Some Price Takers Win Big✨ | commoditiesinvesting+3 | — | Inside ArbitrageQuickFS+3 | — | moatscommodities+3 | — | 1h 01m 40s | |
| 8/29/25 | Ep 471. Howard Marks’ Memo: The Calculus of Value✨ | value investingfinancial analysis+3 | — | Oaktree CapitalInside Arbitrage+2 | — | Howard Marksvalue investing+3 | — | 43m 31s | |
| 8/22/25 | Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves✨ | Berkshire HathawayFundsmith+3 | — | BerkshireFundsmith | — | Berkshire HathawayFundsmith+3 | — | 1h 02m 27s | |
| 8/15/25 | Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing✨ | Investor Q&ALow-Beta Growth Stocks+3 | — | Focused CompoundingInside Arbitrage+1 | — | investingAI disruption+3 | — | 1h 34m 33s | |
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| 8/8/25 | Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation✨ | deregulationinvesting+3 | — | Inside ArbitrageQuickFS+3 | — | deregulationinvesting+3 | — | 1h 14m 57s | |
| 8/1/25 | Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 10m 40s | ||||||
| 7/28/25 | Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 00m 42s | ||||||
| 4/12/25 | Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 02m 55s | ||||||
| 3/21/25 | Ep 464. Buffett’s Playbook: Past and Present | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 03m 45s | ||||||
| 2/28/25 | Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 12m 49s | ||||||
| 12/11/24 | Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 14m 36s | ||||||
| 11/8/24 | Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 15m 20s | ||||||
| 10/4/24 | Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 34m 19s | ||||||
| 9/13/24 | Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 15m 18s | ||||||
| 8/23/24 | Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 39m 12s | ||||||
| 8/16/24 | Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 39m 37s | ||||||
| 8/11/24 | Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 58m 24s | ||||||
| 7/17/24 | Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 1h 28m 29s | ||||||
| 6/25/24 | Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry | 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla... | 26m 06s | ||||||
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Chart Positions
8 placements across 8 markets.
Chart Positions
8 placements across 8 markets.