Focused Compounding

454 Episodes

1. Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

   Published: 7/29/2020
2. Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

   Published: 7/28/2020
3. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

   Published: 7/26/2020
4. Revisiting the Most Common Stocks That People Ask About

   Published: 7/15/2020
5. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

   Published: 7/14/2020
6. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

   Published: 7/13/2020
7. The Art of Capital Re-Allocation - How Warren Buffett Got Rich

   Published: 7/11/2020
8. The Second-Half Of Our Research Trip: Our Final Thoughts

   Published: 7/8/2020
9. Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

   Published: 7/6/2020
10. Revisiting Stocks Written Up on Focused Compounding

    Published: 7/4/2020
11. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

    Published: 7/1/2020
12. Speculation vs. Investment: Ben Graham's definition, Geoff's definition

    Published: 6/30/2020
13. The First Half of Our Research Trip: Our Takeaway

    Published: 6/29/2020
14. What’s My Upside? How to Break Down Where Your Return Can Come From

    Published: 6/26/2020
15. The Process of Due Diligence AFTER You Buy a Stock

    Published: 6/23/2020
16. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

    Published: 6/20/2020
17. Defense in Depth: Finding multiple margins of safety in the same stock

    Published: 6/18/2020
18. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

    Published: 6/17/2020
19. What if the Value Gap Never Closes?

    Published: 6/16/2020
20. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

    Published: 6/12/2020