Focused Compounding

454 Episodes

1. EP 280. The Art of Generating Stock Investment Ideas

   Published: 11/17/2020
2. Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

   Published: 11/10/2020
3. EP 279. How to Spot a Business Warren Buffett Would Be Interested in

   Published: 11/10/2020
4. Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business

   Published: 11/5/2020
5. EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

   Published: 11/5/2020
6. EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

   Published: 11/3/2020
7. EP 274. Learning to Think Better Through Building a Latticework of Mental Models

   Published: 10/29/2020
8. EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

   Published: 10/27/2020
9. EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

   Published: 10/23/2020
10. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

    Published: 10/20/2020
11. EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

    Published: 10/13/2020
12. EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

    Published: 10/7/2020
13. EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

    Published: 10/6/2020
14. EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

    Published: 10/5/2020
15. EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

    Published: 9/28/2020
16. EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation

    Published: 9/25/2020
17. EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!

    Published: 9/24/2020
18. EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap

    Published: 9/23/2020
19. EP 258. How to Analyze the Cash Flow Statement as an Investor

    Published: 9/22/2020
20. EP 257. How The BALANCE SHEET Works: Analyzing As An Investor

    Published: 9/21/2020