Focused Compounding

459 Episodes

1. Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

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

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

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

   Published: 7/4/2019
5. Ep 96. All About Investing in Banks

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

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

   Published: 6/18/2019
8. 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
9. Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

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

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

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

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

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

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

    Published: 5/9/2019
16. 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
17. Ep 83. All About Overlooked Stocks

    Published: 4/25/2019
18. 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
19. Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

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

    Published: 3/22/2019