Focused Compounding

459 Episodes

1. Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC

   Published: 10/3/2019
2. Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD

   Published: 10/2/2019
3. Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter

   Published: 10/1/2019
4. Ep 118. How to Read a Cash flow Statement - The MOST Important Statement

   Published: 9/26/2019
5. Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

   Published: 9/24/2019
6. Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety

   Published: 9/19/2019
7. Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

   Published: 9/17/2019
8. Ep 114. All About Investing in Insurance Stocks

   Published: 9/12/2019
9. Ep 113. Investing in Stocks: Monarch Cement $MCEM

   Published: 9/10/2019
10. Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

    Published: 9/3/2019
11. Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

    Published: 8/29/2019
12. Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

    Published: 8/27/2019
13. Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

    Published: 8/22/2019
14. Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

    Published: 8/20/2019
15. Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

    Published: 8/15/2019
16. Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

    Published: 8/13/2019
17. Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever

    Published: 8/8/2019
18. Ep 104. Our Daily Routine

    Published: 8/6/2019
19. Ep 102. Stocks to Research from Our Watchlist

    Published: 7/30/2019
20. Ep 101. Talking About Stocks on the Focused Compounding Gazette

    Published: 7/23/2019