Focused Compounding

454 Episodes

1. Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

   Published: 9/4/2023
2. Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

   Published: 8/20/2023
3. Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

   Published: 7/28/2023
4. Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

   Published: 7/8/2023
5. Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

   Published: 7/1/2023
6. Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

   Published: 6/16/2023
7. Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

   Published: 6/9/2023
8. Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

   Published: 6/2/2023
9. Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

   Published: 5/26/2023
10. Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Published: 5/19/2023
11. Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Published: 5/12/2023
12. Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Published: 3/24/2023
13. Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Published: 3/17/2023
14. Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Published: 3/10/2023
15. Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Published: 3/3/2023
16. Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

    Published: 2/24/2023
17. Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

    Published: 2/10/2023
18. Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

    Published: 2/3/2023
19. Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

    Published: 1/27/2023
20. Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

    Published: 1/20/2023