Focused Compounding

454 Episodes

1. Ep 420. 2023 in Review and 2024 Predictions

   Published: 12/29/2023
2. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

   Published: 12/26/2023
3. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

   Published: 12/20/2023
4. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

   Published: 12/18/2023
5. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

   Published: 12/6/2023
6. Ep 415. A Tribute to Charlie Munger

   Published: 12/4/2023
7. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

   Published: 11/1/2023
8. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

   Published: 10/30/2023
9. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

   Published: 10/25/2023
10. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Published: 10/23/2023
11. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Published: 10/18/2023
12. Ep 409. Corporate Governance and The Power of Ownership

    Published: 10/16/2023
13. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Published: 10/11/2023
14. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Published: 9/27/2023
15. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Published: 9/25/2023
16. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

    Published: 9/20/2023
17. Ep 404. The Number One Trait of Top Investors: A Money Mindset

    Published: 9/18/2023
18. Ep 403. Investing the Peter Lynch Way

    Published: 9/13/2023
19. Ep 402. Uncovering Warren Buffett’s Investments in Japan

    Published: 9/11/2023
20. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

    Published: 9/6/2023