Focused Compounding

454 Episodes

1. Ep 156. How to Avoid Value Traps and Melting Ice Cubes

   Published: 1/14/2020
2. Ep 155. Our Biggest Mistakes as Investors, and How We've Improved

   Published: 1/6/2020
3. Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor

   Published: 1/2/2020
4. Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB

   Published: 12/31/2019
5. Ep 152. How Andrew Finds Stocks for Geoff to Research

   Published: 12/20/2019
6. Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS

   Published: 12/18/2019
7. Ep 150. Answering Investing Questions from Twitter

   Published: 12/16/2019
8. Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF

   Published: 12/13/2019
9. Ep 148. Business Models We Like and Business Models We Don't Like

   Published: 12/9/2019
10. Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

    Published: 12/6/2019
11. Ep 146. Valuing Stocks, and How we think About Returns

    Published: 12/4/2019
12. Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

    Published: 12/2/2019
13. Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

    Published: 11/26/2019
14. Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

    Published: 11/25/2019
15. Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

    Published: 11/22/2019
16. Ep 141. How We Find Stock Ideas

    Published: 11/20/2019
17. Ep 140. Snap Judgements on Stocks From Twitter

    Published: 11/17/2019
18. Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

    Published: 11/13/2019
19. Ep 138. Investing in Stocks with Bargaining Power

    Published: 11/12/2019
20. Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

    Published: 11/11/2019