Focused Compounding

459 Episodes

1. Ep 206. How the Hell Do You Read a 10k?

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

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

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

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

   Published: 5/6/2020
6. Ep 201. Key Takeaways From The Berkshire Hathaway Meeting

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 3/25/2020