Focused Compounding

455 Episodes

1. Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

   Published: 9/24/2019
2. 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
3. Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 7/23/2019
17. Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

    Published: 7/18/2019
18. Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

    Published: 7/16/2019
19. Ep 98. Focus, Deep Work, and Reading Books/10ks,

    Published: 7/11/2019
20. Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

    Published: 7/4/2019