Focused Compounding

454 Episodes

1. Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

   Published: 6/8/2022
2. Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

   Published: 6/1/2022
3. Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

   Published: 5/26/2022
4. Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

   Published: 5/18/2022
5. Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

   Published: 5/11/2022
6. Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

   Published: 5/9/2022
7. Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

   Published: 3/18/2022
8. Ep 353. Revisiting Geoff’s Singular Diligence Writeups

   Published: 3/17/2022
9. Ep 352. Focusing in an Unfocused World

   Published: 3/16/2022
10. Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

    Published: 3/10/2022
11. Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

    Published: 3/9/2022
12. Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

    Published: 3/4/2022
13. Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Published: 3/3/2022
14. Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

    Published: 3/2/2022
15. Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

    Published: 2/25/2022
16. Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

    Published: 2/24/2022
17. EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

    Published: 2/23/2022
18. EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

    Published: 2/18/2022
19. EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

    Published: 2/10/2022
20. EP 341. Industry Analysis: Judging a company’s market position in its industry

    Published: 2/9/2022