Focused Compounding

459 Episodes

1. VIDEO: Boards That Excel

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

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

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

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

   Published: 7/30/2020
6. Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 6/23/2020