Focused Compounding

454 Episodes

1. Story stocks: The Main Street Story vs. The Wall Street Story

   Published: 6/11/2020
2. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

   Published: 6/10/2020
3. The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Questions from Twitter

   Published: 6/9/2020
4. How to Tell the Difference Between a Real Business and a Fraud

   Published: 6/9/2020
5. The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Questions From Twitter

   Published: 6/8/2020
6. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business

   Published: 6/4/2020
7. No Names Dropped: Adventures in Actually Talking to Management

   Published: 6/3/2020
8. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working

   Published: 6/2/2020
9. Relative “Resulting”: The Good and Bad of Comparing Yourself to the S&P 500

   Published: 6/1/2020
10. How to Identify and Think About Operating Leverage

    Published: 5/30/2020
11. Learning From Phil Fisher to Improve Your Own Investing Process

    Published: 5/28/2020
12. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter

    Published: 5/26/2020
13. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price

    Published: 5/22/2020
14. Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?

    Published: 5/20/2020
15. Ep 206. How the Hell Do You Read a 10k?

    Published: 5/20/2020
16. Ep 206. How the Hell Do You Read a 10k?

    Published: 5/20/2020
17. Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?

    Published: 5/18/2020
18. Ep 204. Dividend Stocks, DCF's. Graham vs. Munger, and Other Questions From Twitter

    Published: 5/11/2020
19. Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession

    Published: 5/8/2020
20. Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

    Published: 5/6/2020