Focused Compounding

459 Episodes

1. Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

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

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

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

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

   Published: 2/9/2022
6. EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

   Published: 1/14/2022
7. EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

   Published: 1/13/2022
8. EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?

   Published: 1/12/2022
9. EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

   Published: 1/7/2022
10. EP 336. An Inside Look at Managing Investor Capital

    Published: 1/6/2022
11. EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

    Published: 1/5/2022
12. EP 334. 2021 Post Mortem and Outlook for 2022

    Published: 12/23/2021
13. EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?

    Published: 12/20/2021
14. EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

    Published: 12/16/2021
15. EP 331. How No-Growth Stocks Can Lead to High Investment Returns

    Published: 12/15/2021
16. EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

    Published: 10/15/2021
17. EP 329. 20 Lessons About Banking from Maxfield on Banks

    Published: 10/13/2021
18. EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

    Published: 9/24/2021
19. EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR

    Published: 9/22/2021
20. EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM

    Published: 9/17/2021