Focused Compounding

455 Episodes

1. Ep 96. All About Investing in Banks

   Published: 7/2/2019
2. Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

   Published: 6/27/2019
3. Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

   Published: 6/18/2019
4. Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

   Published: 6/13/2019
5. Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

   Published: 6/11/2019
6. Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

   Published: 6/6/2019
7. Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

   Published: 6/4/2019
8. Ep 88. All About Berkshire Hathaway's 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

   Published: 5/30/2019
9. Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

   Published: 5/23/2019
10. Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

    Published: 5/16/2019
11. Ep 85. Using Volatility to Your Advantage

    Published: 5/9/2019
12. Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

    Published: 5/2/2019
13. Ep 83. All About Overlooked Stocks

    Published: 4/25/2019
14. Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About Our Investing Watchlist

    Published: 4/11/2019
15. Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

    Published: 4/4/2019
16. Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More

    Published: 3/22/2019
17. Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years

    Published: 3/15/2019
18. Ep 78. Buffetts Berkshire Letter

    Published: 3/7/2019
19. Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners

    Published: 2/28/2019
20. Ep 76. Common Mistakes Investors Make

    Published: 2/6/2019