Focused Compounding

454 Episodes

1. EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More

   Published: 9/17/2020
2. EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations

   Published: 9/15/2020
3. EP 254. Warren Buffett is Investing in Japan. Now What?

   Published: 9/10/2020
4. EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

   Published: 9/9/2020
5. EP 252. Investing in Black Box Business Models

   Published: 9/8/2020
6. EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

   Published: 9/4/2020
7. PREMIUM VIDEO: Should You Invest in Dividend Stocks?

   Published: 9/3/2020
8. PREMIUM VIDEO: Using DCFs to Value Stocks

   Published: 8/27/2020
9. Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety

   Published: 8/25/2020
10. Competition: How to Judge The Durability of a Business

    Published: 8/20/2020
11. Lessons From Analyzing Past 100-Bagger Stocks

    Published: 8/19/2020
12. Gross Profits and Learning to Move up the Income Statement

    Published: 8/18/2020
13. EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years

    Published: 8/7/2020
14. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode

    Published: 8/6/2020
15. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period

    Published: 8/5/2020
16. VIDEO: Boards That Excel

    Published: 8/4/2020
17. What Does Warren Buffett Buying More BAC Say About Bank Stocks?

    Published: 8/4/2020
18. Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

    Published: 8/3/2020
19. EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

    Published: 7/31/2020
20. Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

    Published: 7/30/2020