Focused Compounding

459 Episodes

1. EP 285. Competition: How to Judge The Durability of a Business

   Published: 1/27/2021
2. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

   Published: 1/26/2021
3. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

   Published: 1/21/2021
4. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

   Published: 1/20/2021
5. EP 281. Thoughts on Talking to Management During Your Research Process

   Published: 1/19/2021
6. EP 280. The Art of Generating Stock Investment Ideas

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

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

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

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

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

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

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

    Published: 10/27/2020
14. 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
15. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

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

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

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

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

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

    Published: 9/28/2020