All Episodes
Focused Compounding — 478 episodes · page 2 of 5
Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Ep 352. Focusing in an Unfocused World
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
EP 341. Industry Analysis: Judging a company’s market position in its industry
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
EP 336. An Inside Look at Managing Investor Capital
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
EP 334. 2021 Post Mortem and Outlook for 2022
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
EP 329. 20 Lessons About Banking from Maxfield on Banks
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
EP 325. What are the 4 Most Important Numbers to Know About a Stock?
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
EP 319. How We Analyze Insurance Companies
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
EP 314. How Much Is Too Much To Pay for a Great Business
EP 313. How to Judge and Research an Industry
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
EP 311. Analyzing and Investing in Holding Companies
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
EP 308. Improving on the Psychology of Successful Investing
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
EP 305. Capital Allocation, 1976: Buffett Buys GEICO
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
EP 300. Occam’s Razor: How to Make Better Investing Decisions
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
EP 285. Competition: How to Judge The Durability of a Business
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
EP 281. Thoughts on Talking to Management During Your Research Process