Focused Compounding
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Episodes
00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles
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https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
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About Focused Compounding: We are an...
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About Focused Compounding: We are an...
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