Focused Compounding

454 Episodes

1. Ep 201. Key Takeaways From The Berkshire Hathaway Meeting

   Published: 5/4/2020
2. Ep 200.The Current Market, Interest Rates, and Investing Through Recessions

   Published: 5/1/2020
3. Ep 199. The Correlation of an Industry and Individual Stock Performance

   Published: 4/30/2020
4. Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners

   Published: 4/27/2020
5. Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?

   Published: 4/24/2020
6. Ep 196. Porter's 5 Forces and Measuring a Stock's Moat

   Published: 4/22/2020
7. Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation

   Published: 4/20/2020
8. Ep 194. Looking Over Warren Buffett's Lehman Brothers 10k

   Published: 4/19/2020
9. Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter

   Published: 4/13/2020
10. Ep 192. Investing in Net-Nets in The Current Market Environment

    Published: 4/10/2020
11. Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers

    Published: 4/8/2020
12. Ep 190. Our Thoughts on Jamie Dimon's Shareholder Letter and Investing in Bank Stocks

    Published: 4/7/2020
13. Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines

    Published: 4/3/2020
14. Ep 187. Our Thoughts on Howard Marks' Latest Memo and Going Over a Cheap Stock

    Published: 4/1/2020
15. Ep 184. The Pending Jobs Report and Geoff's Thoughts on Investing in FANG

    Published: 3/25/2020
16. Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks

    Published: 3/24/2020
17. Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In

    Published: 3/23/2020
18. Ep 181. Stock Market Update and Cheap Stocks to Buy

    Published: 3/21/2020
19. Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop

    Published: 3/19/2020
20. Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More

    Published: 3/18/2020