Focused Compounding

454 Episoder

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

   Udgivet: 6.1.2023
2. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

   Udgivet: 28.12.2022
3. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

   Udgivet: 23.12.2022
4. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

   Udgivet: 16.12.2022
5. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

   Udgivet: 9.12.2022
6. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

   Udgivet: 18.11.2022
7. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

   Udgivet: 11.11.2022
8. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

   Udgivet: 4.11.2022
9. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

   Udgivet: 14.10.2022
10. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Udgivet: 29.9.2022
11. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Udgivet: 19.9.2022
12. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Udgivet: 7.9.2022
13. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Udgivet: 5.9.2022
14. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Udgivet: 3.8.2022
15. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Udgivet: 27.7.2022
16. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

    Udgivet: 14.7.2022
17. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

    Udgivet: 7.7.2022
18. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

    Udgivet: 29.6.2022
19. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

    Udgivet: 22.6.2022
20. Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

    Udgivet: 15.6.2022