PODCAST · business
Compound Everything
by compoundeverythingblog
We are two self taught investors who are passionate about passing on what we have learnt over the years about investing and the stock market in general. We will share market information, our wins, our losses and anything else we think you may find value from. We always encourage everyone to do their own research as you can copy a trade but you can not copy the conviction. This is not investing advice as we are not your fiduciary
Episodes
-
Celsius Is Growing, But Not for the Reason You Think
Celsius Holdings is still growing, but when you look beneath the headline numbers, the story becomes more complicated. The original Celsius brand has been facing slowing growth, heavier promotions and market-share pressure. Meanwhile, Alani Nu appears to be doing much of the heavy lifting. In…
more -
META Stock After Earnings: Brilliant AI Bet or Massive Mistake?
Meta just reported another massive quarter, but its AI spending has investors freaked out. I break down Meta’s latest earnings, advertising growth, cash flow, balance sheet and $130–$145 billion AI investment, plus why I’m still bullish on META stock despite the risks. This is my personal…
more -
Why Constellation Software ($CSU.TO) Could Be the Buy of the Decade
Constellation Software ($CSU.TO) has been absolutely crushed… but after diving deep into the latest earnings, free cash flow, and the AI fears surrounding software, I think the market may be completely mispricing this business. In this video I break down: • Why Constellation’s software businesses...
-
Robinhood Stock Plummeted Why I Am Still Bullish
Robinhood stock just dropped hard and investors are asking what went wrong. In this video I break down why the stock fell, what the market is missing, and why I still see strong upside ahead. We look at growth drivers, risks, and whether this is a real buying opportunity for long term investors.…
more -
Lululemon's new CEO Mistake
Lululemon gets a new CEO, Heidi O'Neil. My thoughts on how she will lead this already floundering company.
-
How Peyto (PEY.TO) Dominates the Market: Low-Cost Production & New Growth
Peyto Exploration & Development (PEY.TO) has long been known as a "low-cost leader" in the Canadian natural gas space. But how do they maintain those margins, and where is the company headed next? In this video, we dive deep into the operational efficiency that sets Peyto apart from its peers. We...
-
Celsius Stock Down Big… Here’s What Everyone’s Missing
In this video, I break down what’s really happening with Celsius Holdings, including the recent Alani Nu lawsuit, and why it may not be the main reason behind the drop. While the lawsuit has created negative headlines and short-term fear, this kind of legal risk isn’t new in the energy drink...
-
REDDIT STOCK CRASH: Is $RDDT a Once-in-a-Lifetime Buy?
In today’s episode, we look into the front page of the internet: Reddit (RDDT). From its humble beginnings as a simple link-sharing site to its massive 2024 IPO and its current status as a powerhouse for AI data training, we cover the full evolution of the platform. The stock has had a volatile...
-
The Death of the Swoosh: How Hubris Killed Nike
Is the Swoosh finally dead? In today’s episode, I’mare performing a post-mortem on the slow-motion car crash that is Nike ($NKE). For decades, Nike was the untouchable king of retail, but a series of massive strategic blunders has sent the stock, and the brand’s "cool factor" into a freefall.
-
The "Why" Behind Netflix's No-Deal Strategy: Why They Snubbed Warner Bros
Is Netflix becoming the ultimate capital allocator in tech? In today’s video, we’re breaking down why Netflix walked away from a potential deal with Warner Bros. Discovery and why their CFO’s "not at any cost" stance is a massive signal to the market.
-
How Much We Actually Make From Our Airbnb 💰
In this episode, we’re breaking down the full lifecycle of our cabin investment. From the initial "why" to the actual bottom-line profits. We dive into the logistics of managing a remote property, the unexpected challenges of guest turnover, and the hard numbers on what this cabin pays for. If...
-
CSI Technical Analysis Course Review: What It Gets Right (and Wrong)
In this episode, we discuss the Canadian Securities Institute (CSI) Technical Analysis Course and share our honest experience after completing it. We discuss: • What the course does well • What we learned, and what we didn’t • Where the course falls short • What we think could have been done…
more -
Is Uber’s Future at Risk? The Threat of Waymo, Tesla, Robotaxis & Full Self-Driving
In this podcast, we discuss the future of ride-sharing and the growing threat to Uber from autonomous vehicles like Waymo and Tesla’s Full Self-Driving (FSD). We explore Uber CEO Dara Khosrowshahi’s strategy to navigate the shift toward autonomy, and whether Uber can survive, or even thrive, In a...
-
Stock Market Strategies from 4 Must-Read Books
This week, we’re reviewing the investing books we read in January, breaking down key lessons, and giving each a rating out of 10. We discuss what we learned, how the strategies apply to real-world investing, and whether these books are worth reading. Featured books: 📖 How I Made $2 Million in…
more -
The Power of Scuttlebutt: How We Researched Aritzia for Investment Insights
In this podcast episode, we uncover the secrets behind our deep dive into Aritzia (TSX: ATZ), one of the hottest names in the fashion retail space. Using scuttlebutt and qualitative research, we went beyond financials to understand what truly drives Aritzia’s success. From visiting stores to...
-
2025 Market Moves: Investment MOVES to Watch and ACT On
Join us as we make some fun predictions shaping 2025 for Canadian real estate, the economy, the SPY (S&P 500 ETF), and Bitcoin. We’ll break down: • Canadian Real Estate: Will prices soar or cool off? Explore the trends in housing and interest rates • The Economy: What’s next for inflation and GDP...
-
Dutch Bros: Brewing Profits or Frothy Risk ?
In this episode, we dive deep into the incredible journey of Dutch Bros Coffee, the quirky coffee chain that’s taken the industry by storm. From its humble beginnings in a pushcart in Oregon to becoming one of the fastest-growing drive-thru coffee companies in America, we explore what sets Dutch...
-
Mastering Canadian Markets: Jason Donville’s Investment Secrets Revealed
Join us as we study the investment philosophy and distinctive approach of Jason Donville, a respected Canadian investor and founder of Donville Kent Asset Management (DKAM). This podcast we examine Donville’s essential metrics, his disciplined method for identifying top-tier growth stocks, and…
more -
The Genius of John Templeton: Investing Lessons from a Legendary Billionaire
Join us on this episode as we study and learn from the life and investing philosophies of John Templeton, one of the most successful investors of all time. We explore his famous 10 tenets of investing and the principles that guided his long and illustrious career. Learn how Templeton's contrarian...
-
Investing in the Future of Cosmetics: Are Indie Brands Outpacing the Giants?
In this episode, we dive into the shifting landscape of the beauty industry, focusing on giants like Estée Lauder, L’Oréal, and other major players who have long dominated the market. We’ll discuss whether new and emerging brands are eroding these big companies’ moats, chipping away at their...
-
Francis Chou: Insights, Strategies, and Success
In this podcast, we delve into the captivating world of Francis Chou, a remarkable investor whose astute strategies have earned him well-deserved recognition and success. With a laser-focused approach and an uncanny ability to identify undervalued opportunities, Chou has become a revered figure…
more -
Evaluating the Energy Drink Market: Key Players and Industry Trends
In this episode, we explore the energy drink industry’s top players—Monster, Celsius, and Red Bull. Focusing on the qualitative factors driving growth for Monster and Celsius, both publicly traded, we analyze their market positioning, competitive strategies, and future potential. Tune in for...
-
Mastering Quality Investments: Terry Smith's Strategies Unveiled - Part 2
In this podcast we look into the world of successful investing with Terry Smith, the renowned founder of Fundsmith. Discover the strategies he employs to identify high-quality stocks and the wisdom behind his long-term holding philosophy. Key Takeaways: Terry Smith's methodology for pinpointing...
-
What are the 5 Terry Smith Investing Principles You Need To Know
Join us in this insightful podcast as we delve into the investment philosophy and success stories of Terry Smith, the renowned fund manager behind Fundsmith who has an annualized return of 15% since 2010 . Discover the principles that have propelled Fundsmith to success in the financial world.
-
Airbnb Stock: Is It Worth the Investment?
In this podcast, we look into into Airbnb’s stock valuation, discussing the factors that impact its market value and potential growth. We explore the key risks that investors should consider, such as regulatory challenges, competition, and market saturation. On the flip side, we highlight the...
-
Unveiling Robert Wilson: Hedge Fund Genius & Investment Strategies
Discover the incredible world of Robert Wilson, a lesser-known yet astoundingly successful hedge fund manager, in our latest video. Dive deep into the life and legacy of Wilson, whose investment acumen led to remarkable returns, setting him apart in the financial world. We unravel the secrets...
-
Rose Blumkin: The Formidable Business Titan Buffett Feared to Challenge
Dive into the remarkable story of Rose Blumkin, the legendary founder of Nebraska Furniture Mart. Known affectionately as "Mrs. B," Blumkin built her empire from the ground up, transforming a small pawnshop into the largest home furnishings store in North America. This video explores her…
more -
Charlie Munger's Stock Picking Strategy
Join us in this insightful podcast as we delve into the timeless wisdom from Charlie Munger’s 1994 lecture on stock picking. In this lecture, Munger emphasized the importance of understanding fundamental principles such as accounting, decision tree theory, and the advantages of scale. He also...
-
Maximize Your Investment Returns: Nick Sleep's Destination Analysis Strategy Explained
In this episode, we explore the extraordinary investment strategies of Nick Sleep and his partner Qais Zakaria, co-founders of the Nomad Partnership. Learn about their groundbreaking "Destination Analysis" mental model, designed to identify great companies with high potential for returns.…
more -
Is Crocs (CROX) a Solid Investment? Unveiling Its Competitive Edge & Valuation
Discover the untold story of Crocs, Inc. (ticker: CROX) in our latest deep-dive analysis! We unravel the secrets behind Crocs' durable competitive advantages, examining the prowess of its management team and the undeniable strength of its global brand. We take a closer look at Crocs' valuation…
more -
Mastering Emotional Control: Overcoming Human Misjudgments in Investing
In this insightful podcast, we delve into the common human misjudgments that affect investment decisions, such as regret aversion, loss aversion, status quo bias, and mental accounting. Discover how our emotions can lead to poor economic choices and negatively impact our portfolio returns. Learn...
-
Mind Over Money: Overcoming Cognitive Biases in Investing
Behavioral finance is the study of how psychological influences and cognitive biases affect the financial behaviors of investors and financial practitioners. This week, we explore three common cognitive biases that can derail your investment strategy: recency bias, representativeness, and the...
-
Warren Buffett’s Biggest Investing Mistake
Today we discuss one of Warren Buffett‘s devastating investing mistakes. Many people like to talk about the investment in kraft Heinz as Buffett’s worst investment but there is another investment less known that cost Berkshire Hathaway billions of dollars. Today we discuss what that mistake was…
more -
Investing Lessons We Took Away From The Davis Dynasty
The Davis Dynasty, one of the best investing books we've read in recent years. This book tells the story of three generations of successful investors: Shelby Cullom Davis, his son Shelby Davis, and his grandson Chris Davis. Throughout the book, we learn about the personal and professional lives…
more -
Mastering Growth Investing: Unveil Chuck Akre’s Top Strategies for Outstanding Returns
Dive into the investment wisdom of Chuck Akre as we explore his renowned ‘three-legged stool’ strategy for achieving exceptional long-term returns. In this podcast, we’ll break down the three core principles of business quality, rate of return, and reinvestment ability that form the foundation of...
-
Mastering Value Investing: Walter Schloss's Strategies and Legacy
Mastering Value Investing: Walter Schloss's Strategies and Legacy. Learn about the life, investment philosophy, and unparalleled success of Walter Schloss, one of the most respected investors in the finance world. Discover his unique approach to picking undervalued stocks, his principles of risk...
-
The Investing Strategy of Walter Schloss
In this podcast, we dive deep into the life and legacy of Walter Schloss, one of the most respected investors in the financial world. Walter Schloss, a disciple of Benjamin Graham, is celebrated for his remarkable investment career, spanning over five decades with consistent outperformance of the...
-
How to Multiply Your Investment 100-Fold: Insights from 100 to 1 in the Stock Market
An in-depth analysis of Thomas Phelps's seminal investment book, '100 to 1 in the Stock Market.' We break down the core principles and most impactful insights from Phelps’s guide, which teaches investors how to turn $1 into $100 through wise stock selections and long-term thinking. This is in no...
-
Insights from Berkshire Hathaway's 2024 Meeting | Remembering Munger & Exploring Future Leadership
Dive into our comprehensive breakdown of the 2024 Berkshire Hathaway Annual Meeting, where we explore the pivotal discussions and strategic insights revealed. This video captures the significant moments and major takeaway- highlighting the profound absence of Charlie Munger after his passing and...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
We are two self taught investors who are passionate about passing on what we have learnt over the years about investing and the stock market in general. We will share market information, our wins, our losses and anything else we think you may find value from. We always encourage everyone to do their own research as you can copy a trade but you can not copy the conviction. This is not investing advice as we are not your fiduciary
HOSTED BY
compoundeverythingblog
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Compound Everything have?
Compound Everything currently has 39 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Compound Everything about?
We are two self taught investors who are passionate about passing on what we have learnt over the years about investing and the stock market in general. We will share market information, our wins, our losses and anything else we think you may find value from. We always encourage everyone to do...
How often does Compound Everything release new episodes?
Compound Everything has 39 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Compound Everything?
You can listen to Compound Everything on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Compound Everything?
Compound Everything is created and hosted by compoundeverythingblog.
URL copied to clipboard!