Focused Compounding

454 Episodes

1. Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

   Published: 1/6/2023
2. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

   Published: 12/28/2022
3. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

   Published: 12/23/2022
4. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

   Published: 12/16/2022
5. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

   Published: 12/9/2022
6. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

   Published: 11/18/2022
7. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

   Published: 11/11/2022
8. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

   Published: 11/4/2022
9. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

   Published: 10/14/2022
10. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Published: 9/29/2022
11. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Published: 9/19/2022
12. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Published: 9/7/2022
13. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Published: 9/5/2022
14. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Published: 8/3/2022
15. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Published: 7/27/2022
16. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

    Published: 7/14/2022
17. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

    Published: 7/7/2022
18. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

    Published: 6/29/2022
19. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

    Published: 6/22/2022
20. Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

    Published: 6/15/2022