Focused Compounding

454 Episodes

1. EP 300. Occam’s Razor: How to Make Better Investing Decisions

   Published: 3/31/2021
2. EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners

   Published: 3/30/2021
3. EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting

   Published: 3/25/2021
4. EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock

   Published: 3/24/2021
5. EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More

   Published: 3/23/2021
6. EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks

   Published: 3/11/2021
7. EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry

   Published: 3/10/2021
8. EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility

   Published: 3/9/2021
9. EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

   Published: 3/4/2021
10. EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

    Published: 3/3/2021
11. EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Published: 3/2/2021
12. EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter

    Published: 2/11/2021
13. EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

    Published: 2/10/2021
14. EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

    Published: 2/9/2021
15. EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

    Published: 1/28/2021
16. EP 285. Competition: How to Judge The Durability of a Business

    Published: 1/27/2021
17. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

    Published: 1/26/2021
18. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

    Published: 1/21/2021
19. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

    Published: 1/20/2021
20. EP 281. Thoughts on Talking to Management During Your Research Process

    Published: 1/19/2021