Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

About this episode

The episode discusses the latest moves by Berkshire, Fundsmith, and other superinvestors during the 13-F season.

🔍 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...

People in this episode

Hosts: Andrew Kuhn, Geoff Gannon

Topics covered

• Berkshire Hathaway
• Fundsmith
• investing strategies
• superinvestors
• 13-F filings

Keywords

• Berkshire Hathaway
• Fundsmith
• investing
• superinvestors
• 13-F season

Mentioned in this episode

Organizations: Berkshire, Fundsmith

More episodes of Focused Compounding

• Ep 480. A-Z on IGV: Value Hunt in Software (F-M) · May 29, 2026 · 52 min
• Ep 479. A-Z on IGV: Value Hunt in Software (C-E) · May 15, 2026 · 51 min
• Ep 478. A-Z on IGV: Value Hunt in Software · May 1, 2026 · 1h 4m
• Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders · April 9, 2026 · 36 min
• Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter · April 3, 2026 · 41 min
• Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown · December 7, 2025 · 1h 2m