Best Blogging Concentrated Podcasts (2025)

1
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? 1:02:55

2M ago1:02:55

1:02:55

🔍 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: @Focusedcompoun…

1
Ep 464. Buffett’s Playbook: Past and Present 1:03:45

3M ago1:03:45

1:03:45

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1
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders 1:12:49

4M ago1:12:49

1:12:49

🔍 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: @Focusedcompoun…

1
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices 1:14:36

6M ago1:14:36

1:14:36

🔍 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: @Focusedcompoun…

1
Mindfulness: Metta meditation (9’02) 9:02

7M ago9:02

9:02

According to research, practicing self-compassion increases compassion towards other people as well. It’s easier to be gentle and present for others when you act that way towards yourself. This meditation is a practice that focuses on cultivating kindness and compassion towards not only oneself, but also others and society as a whole. Exercise by p…

1
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 1:15:20

8M ago1:15:20

1:15:20

🔍 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: @Focusedcompoun…

1
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 1:34:19

9M ago1:34:19

1:34:19

🔍 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: @Focusedcompoun…

1
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

9M ago1:15:18

1:15:18

🔍 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: @Focusedcompoun…

1
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

10M ago1:39:12

1:39:12

🔍 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: @Focusedcompoun…

1
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37

10M ago1:39:37

1:39:37

🔍 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: @Focusedcompoun…

1
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24

11M ago58:24

58:24

🔍 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: @Focusedcompoun…

1
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 1:28:29

11M ago1:28:29

1:28:29

🔍 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: @Focusedcompoun…

1
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 26:06

12M ago26:06

26:06

🔍 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: @Focusedcompoun…

1
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 28:33

1y ago28:33

28:33

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1
Ep 452. Analyzing Debt: Optimal Capital Structures 23:17

1y ago23:17

23:17

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1
Welcome to Aalto! Orientation podcast 17:27

1y ago17:27

17:27

As a master’s student at Aalto University, there are many opportunities to build one’s own life out of student life. How is it done? In this podcast episode, you can hear the experiences of Maria Karesoja, a master’s student in economics, and maybe even small tips are promised. Host: study psychologist Paula Sjöblom.…

1
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 50:33

1y ago50:33

50:33

🔍 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: @Focusedcompoun…

1
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 1:08:02

1y ago1:08:02

1:08:02

🔍 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: @Focusedcompoun…

1
Ep 449. Focused Compounding's Plan for Parks! America 46:11

1y ago46:11

46:11

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused…

1
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges 36:15

1y ago36:15

36:15

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1
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy 36:08

1y ago36:08

36:08

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1
Ep 446. Energy Investing the Warren Buffett Way 32:33

1y ago32:33

32:33

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1
Ep 445. Market Share and Profitability: Unraveling the Relationship 29:43

1y ago29:43

29:43

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1
Ep 444. Rising Margins: Continuation or Reversion to the Mean? 20:50

1y ago20:50

20:50

🔍 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: @Focusedcompoun…

1
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise 36:29

1y ago36:29

36:29

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1
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't 37:55

1y ago37:55

37:55

🔍 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: @Focusedcompoun…

1
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates 36:52

1y ago36:52

36:52

🔍 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: @Focusedcompoun…

1
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever 39:32

1y ago39:32

39:32

🔍 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: @Focusedcompoun…

1
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies 28:00

1y ago28:00

28:00

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1
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024 34:11

1y ago34:11

34:11

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1
Ep 437. Outsider CEOs: John Malone and TCI 34:08

1+ y ago34:08

34:08

🔍 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: @Focusedcompoun…

1
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions 31:46

1+ y ago31:46

31:46

🔍 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: @Focusedcompoun…

1
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders 31:34

1+ y ago31:34

31:34

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1
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns 46:50

1+ y ago46:50

46:50

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1
Ep 433. Les Schwab Pride in Performance: Keep It Going 30:02

1+ y ago30:02

30:02

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1
Ep 432. Outsider CEOs: Bill Anders and General Dynamics 31:20

1+ y ago31:20

31:20

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1
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics 1:36:06

1+ y ago1:36:06

1:36:06

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may cal…

1
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing 34:14

1+ y ago34:14

34:14

🔍 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: @Focusedcompoun…

1
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value 43:59

1+ y ago43:59

43:59

https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 https://aletteraday.substack.com/p/letter-54-george-roberts-1998 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subsc…

1
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line 38:08

1+ y ago38:08

38:08

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1
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons 34:01

1+ y ago34:01

34:01

🔍 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: @Focusedcompoun…

1
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024 40:07

1+ y ago40:07

40:07

🔍 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: @Focusedcompoun…

1
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism 1:01:10

1+ y ago1:01:10

1:01:10

🔍 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: @Focusedcompoun…

1
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns 40:31

1+ y ago40:31

40:31

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1
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation 1:14:12

1+ y ago1:14:12

1:14:12

🔍 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: @Focusedcompoun…

1
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings 39:37

1+ y ago39:37

39:37

🔍 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: @Focusedcompoun…

1
Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It 31:52

1+ y ago31:52

31:52

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ 🔍 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 …

1
Ep 420. 2023 in Review and 2024 Predictions 1:01:10

1+ y ago1:01:10

1:01:10

🔍 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: @Focusedcompoun…

1
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries 29:26

1+ y ago29:26

29:26

🔍 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: @Focusedcompoun…

1
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital 35:10

1+ y ago35:10

35:10

🔍 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: @Focusedcompoun…

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