All Episodes
Focused Compounding — 478 episodes · page 3 of 5
EP 280. The Art of Generating Stock Investment Ideas
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture
EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC
EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
EP 262. Premium Podcast: Thoughts on Activist Investing
EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
EP 258. How to Analyze the Cash Flow Statement as an Investor
EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
EP 254. Warren Buffett is Investing in Japan. Now What?
EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
EP 252. Investing in Black Box Business Models
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
EP 248. What Does a Perfect Stock Investment Look Like?
PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock
EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy
How to Use EDGAR to Navigate SEC Filings
EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety
EP 245. Competition: How to Judge The Durability of a Business
EP 244. Lessons From Analyzing Past 100-Bagger Stocks
EP 243. Gross Profits and Learning to Move up the Income Statement
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
Ep 233. Revisiting the Most Common Stocks That People Ask About
Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on
Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich
Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts
Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules
Ep 227. Revisiting Stocks Written Up on Focused Compounding
Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard
Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition
Ep 224. The First Half of Our Research Trip: Our Takeaway
Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From
Ep 222. The Process of Due Diligence AFTER You Buy a Stock
Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt
Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock
Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker
Ep 218. What if the Value Gap Never Closes?
Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones
Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story
Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced
Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business
Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working
Ep 212. How to Identify and Think About Operating Leverage
Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process
Ep 210. At What Point During Research Is It Time to Actually Buy a Stock
Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter
Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price
Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?
Ep 206. How the Do You Read a 10k?
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?
Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
Ep 199. The Correlation of an Industry and Individual Stock Performance
Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners
Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?
Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat
Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation
Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k
Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter
Ep 192. Investing in Net-Nets in The Current Market Environment
Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers
Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks
Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners
Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines
Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock
Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist
Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn
Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG
Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks